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Biotech / Medical : ADVR - Bulls no Bears

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To: garden_man who wrote (660)5/27/1997 11:08:00 AM
From: Tom Jones   of 913
 
Some exciting developments here. If I've created a "hornet's nest" then let's enjoy the money -- I mean honey.

Joe, this market maker list is useful stuff. It's great to see that Gruntal is on board. Their analyst, David Saks (212-225-4211) is a big player in our arena. Bregman should be talking to him. In terms of analysts, an exciting development has occurred within the past few weeks: Meirav Chovav (mayrov hovav) has left Soloman Bros. for Smith Barney (new # 212-816-1580). Who is she? She's probably the most esteemed biotech analyst in the industry. Dr. H, please send her a card on behalf of our company congratulating her on her new position.

When I think of where people find their expertise in an area, it comes down to one of two areas: letters or numbers. Not that you fellas care, but I'm a letters guy. I believe communications is what drives change, provides greater options, and generally improves everyone's overall quality of life by providing people with information that allows them to make decisions on how to improve. Now this S.M. person, for example, has to be a numbers guy. I have no idea what the hell he's talking about: "control the float?" Hey man, I'm sure this is good stuff, but I'm unclear.

It doesn't matter that I'm unclear when the numbers guys talk. What matters is that I have faith in them because I know that they can make things happen. Even more positively, when you combine the two, you create a synergy that's unstoppable. Analysts are both. These guys write with letters after calculating the numbers. Pretty smart people. They make things happen. Dr. H. (a numbers guy) should be having lunch with analysts at least once a month. The letters guys stick around to interpret the science (also the numbers) for the lay investors and consumer media.

Letters guys tend to be kind of philosophical too. Why is there sand on the beach? Why was Reticulose taken off the market while JFK was in office? Why does Jake type with MIXED FONTS, finish every sentence with an exclamation point then sign off using one of at least a dozen different names? Letters are never fixed. Numbers are always constant (okay, I'm not opening the floor for debate by you enterprising accountants here, I'm trying to make a point). Just keep reading.

Buy now.
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