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Biotech / Medical : Lidak Pharm. [LDAKA]

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To: James Silverman who wrote (581)9/10/1997 1:08:00 AM
From: John Zwiener   of 1115
 
As luis mentioned, Bud is sometimes early. I guess that explains that.

I think NDA in Nov or Dec 1997. Approval midyear 1998.

I don't think calling BMY IR would help. Big company, probably don't follow the lidak deal, but who knows. From past experience I find that it doesn't always matter what is told to you over the phone because that person telling you does not always understand the question or what's going on.

I know about the forbes article, p. 244 I think. Saw it on the SEPR thread, but thanks.

If I remember right, lidak wants to fast track publish the phase 3 numbers is a decent journal (sorry I forget which one, but it was respectable) in times to correspond with some conference in Oct or Nov. if they can make the deadline. Maybe you can wait for the hard data without too much price change, but there does seem to be some accumulation going on. Regards.
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