Guilford (GLFD) - Steadily Rising Message Board

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Biotech / Medical : Guilford (GLFD) - Steadily Rising

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To: Miljenko Zuanic who wrote (471)	5/10/2004 8:09:37 PM
From: zeta1961	Read Replies (1) of 496

Miljenko, I listened to their CC for the first time today... I'm trying to do DD on this company esp. during this overall market downdraft... The aquavan sounds like a good alternative but they are studying it vs. midazolam which has a huge market... do you have a feel for this molecule's equivalence to midazolam?...anybody here have a feel for this exec team, execution, will they need to go to the markets for funding or their talk of possible European partner answer their financing issues...Also concerned me that they did not acknowldege the CFO departure...is this how co's usually do it? I am concerned about the multiple clinical trials for aquavan are they powered enough to give meaningful data?...and also I believe they were deceptive when they said that "regular nurses" would be primarily administering the aquavan, implying no burden/no hassle...not true in my experience...ICU nurses are specially trained to administer these kinds of drugs as are preop and postop care nurses, I don't know what the rules will be re: how fast you can bolus a patient who is not intubated, continuous drip monitoring...and in both settings...a doctor, anesthesiologist is just moments or feet away... and regarding colonscopy procedures, anesthesia dept. is always either there or very close by...but I'm talking about a tertiary care teaching facility...maybe the community hospitals do it differently... EDIT: based on the correspondence I posted here...I have a hard time believing that the cost of selling gliadel was just related to marketing/sales team rampup...this person who sent me the note is working closely with GLFD to get medicare to pay....thoughts?....perhaps want to minimize fears that many bio investors have about decreasing revenues with the new medicare bill? What is the general feeling for an investment case for this company? Thanks all... Zeta

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