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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Zeev Hed who wrote (76891)6/11/2002 6:40:38 AM
From: Earlie  Read Replies (1) of 99280
 
Zeev:

CHF is a much larger market and is where the company is making the big bet. Not that I am knocking the Psoriasis results as they are excellent (a discussion with a participant knocked my socks off).

Burn rate will increase with the study, but this also brings the treatment much more quickly to market. The size of the study also speaks to a very strong belief that a successful result is more than likely.

If it continues to reap good results, the distribution partnership assures a quick market entry (and it wouldn't surprise me to see further distribution agreements surface).

No question the sector is under pressure, which could turn into a blessing. I like the fact that the company could be a lonely success story in a sea of crushed bio stocks.

Did I say anything about "salvation" or "being sure"? Doesn't sound like something Earlie would say.

Best, Earlie
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