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Biotech / Medical : Guilford (GLFD) - Steadily Rising

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To: John Bloxom who wrote (37)3/24/1997 1:57:00 AM
From: SteveG   of 496
 
<When is Intel's conference call scheduled?>

As you probably know, the conference call will follow the earnings report, which is schedule for one day the week of April 14. I have heard possibly the 17th, but nothing definitive yet. Tune in to one of Intel's SI threads for updates and a phone number.

<BTW, I am a GLFD believer and stockholder; seems to me that there
is potential for the wafer system in other solid tumor excision sites,
apart from the stuff in the pipeline>

I agree. Collaborations with RPR, JH and MIT wil likely yield broader wafer drug delivery applications and will be their near term cash generator. But my interest (both professionally and as an investor) is in the clinical trials they hope to have with their GPI-1046/1216. No revenue streams from these currently, but the market is vast, and a share of Guilford (in addition to Gliadel) is a not unreasonable raffle ticket. Keep in mind that this is a highly competitive field though, and breakthroughs come from unlikely corners (dig through November's Neuroscience abstracts).

Regards-

Steve
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