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Biotech / Medical : Lidak Pharm. [LDAKA]
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To: M.LUTH who wrote (335)8/11/1997 11:24:00 PM
From: luis a. garcia   of 1115
 
Mike Bud is looking at the short term here.. he laid out the play in Jan and if he gets his big move he will sell into the uptick.

His reason is that after the initial good news the stocks decline
until the FDA grants them drug status. And the market and earnings need to materialize.

Having said that I must observe that Bud is not exactly been right ..i.e. the stock should be higher already on the anticipation. And most importantly there is been a series of small successes (lost on Bud..) which I think will pay off in the coming two or three year time frame. So I am not so sure its a fast play anymore.... Someone suggested selling 50% and keeping 50% ..be half right. That is a safer bet obviously.

My own take on this is that when it rains it pours and if LIDAKOL has a good showing... hits a home run.....then its efficacy may carry through to Kaposi Sarcoma.

And we have a double header.. and with over the counter possibilities for both drugs... yes 15-20 dollars is certainly a possibility maybe a little more. LMI cancer tumor shrinking vaccine is just the icing on the cake...there.

What is happened is that either they are sucking wind or their pipeline is filled up for lack of bringing Lidakol to market in a timely fashion... so for little money we may participate on the full pipeline of growth.. kinda nice.

At some point the smart money will rotate out some high flying sector and into the biotec sector because the biotecs offer value..
Then it will run away from us.
so its a tuff call either way.

luis
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