Lidak Pharm. [LDAKA] Message Board

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Biotech / Medical : Lidak Pharm. [LDAKA]

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To: Analog Kid who wrote (240)	6/26/1997 4:33:00 PM
From: luis a. garcia	of 1115

Analog your logic is sound but your deductions are not right. Last year the company was in much better position to score bigger in the market.. they had agreements with a major manufacturer/distributor to introduce the product into the US and Europe.. After the placebo goof and that is all it is other companies have closed the gap i.e. beat them to market and other licensing goodies.. so there is not as much momemtum because it is not a first. Results of the tests are not leaked because each case is coded and you would need to know the code in order to assess the success of the tests.. so leaks are not a given. i.e. you can not assume the results will leak anymore. Specially in the face of stiff competition..They are running two tests so they can show the FDA 2 out of 3 pass..prevents the FDA from saying oh lets perform a tie breaker..so it should attain drug approval..this time. The company still retains certain agreements and has some partnerships but the big houses may be taking a wait and see attitude. It is not so much as wether it works or not, it is how well it demonstrates it works against what its competition is doing... They have been furiously introducing new improved versions i.e. crap and much improved crap.. left and right etc..having had their ass handed to them by Lidakol already.. That is what I think will come down to ... How well it demonstrates its healing abilities.. Lidakol is a great drug as we have seen on phase II for kaposis sarcoma..it works well for that too.. and will do genital herpes and cold sores etc.. it is a great little drug.. already showed equivalency++ to zovirak in Europe...etc.. The momemtum is building up in anticipation of 3 new drugs within 2 or 3 years time.. I don't know how to value a new drug or a better drug in this case.. Wish someone would enlighten me on that...(more research is needed..) so we wait and see.. Also the biotec sector is been getting killed and as Tim says it will benefit from the summer slump of the high techs... Any way you look at it a common scalp is a tough call now... first Lidakol passes phase III.. then a big fish decides to make and distribute it... then there is an announcement for phase III Kaposis Sarcoma..(this one benefits aids sufferes so it might fast track...??) then there is an annoucement of phase III trials for LMI vaccine for Melanoma...then there is FDA approval for Lidakol.. then there is successful completion of phase III kaposis.. and then... you get the idea.. there is a lot of future LIFT built into the stock.... and with luck and hard work... this company may grow revenues faster than the best out there... Biotecs have been burning research money for a while and some of them are far enough along their research that a good value investor should not ignore them.. Hey three phase three drugs....for 2 bucks a share. luis

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