Yes, I know SMTG. I was once, long ago, a shareholder. I've followed, closely, the data that says that their product depletes NO from the system, and the company's claim that they have that side-effect under control. The issues boil down to cost and magnitude of production for a product where whole blood, contaminants and all, is currently sufficient and cost-efficient for most indications. As you know, it would have made a magnificent short for the last year, a call made clearly by analysts at UBS Securities, Van Kasper, and others. I also follow the story at competitors Nothfield, Alliance, etc.
You popped into the AGPH thread and called the company junk. Could you please share your revenue projections for Q4, FY '97 and your relevant background in pharma chem, viral pathogenesis or the relative valuation of biotechs? As it stands, it is very difficult to argue with rationale like yours.
Thanks, Rick |
