T/FIF, a New Plateau Message Board

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Biotech / Medical : T/FIF, a New Plateau

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To: scaram(o)uche who wrote (785)	12/19/2001 11:42:34 AM
From: scaram(o)uche	of 2243

as it's been awhile since doing such, I want to make VPHM-related comments...... Most of my previous comments -- relating to investment quality -- were in the BVF thread. Before the plec phase III results were released, I rated the odds of success at 50:50. Little did I know that 50:50 is what we would get. As I've indicated before, only one of the two trials achieved "significance" on an intent-to-treat basis. Despite that, I held my shares. Why? Because of VP-50406. When it appeared (thanks, Ernie!) that this molecule wasn't going to cut it, I sold shares from the T/FIF portfolios (noted here) and from my PA. In general....... I sometimes champion companies -- online -- when I don't own them. I only do such when I believe that the long-term prospects are decent. VPHM specifics....... the business plan is still leveraged, and the R&D program is characterized by depth, breadth and excellence. I suspect that I'll -- some day -- again be a shareholder. I usually get these long-term calls correct. OTOH, I did go back into GLIA for awhile at $6/share. :-( Wanted to comment. Also.... I have my SI account configured such that I don't see many of the posts made to the VPHM thread.

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