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Strategies & Market Trends : Pluvia's Fist.com - Pluvia's Plays & Portfolio

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To: Smiling Bob who wrote (1695)	3/14/2006 12:36:21 PM
From: Pluvia	Read Replies (2) of 1766

VERY STRONG BUY VSGN $2.30-2.50 We have assembled a great deal of pre clinical and clinical data from other studies which is not being considered by any analysts (or really anyone else) because they don't know about the studies and don’t understand how the other studies relate to VSGN. Take home: Our DD is on to something significant. When combined with VSGN data, the body of evidence provides a very solid picture; the mechanism/therapy used by VSGN and LVRO are highly effective treating CVD including Chronic Heart Failure and Stroke (pubmed Search on Bocci, Tylicki, Clavo, Zimran, Valacchi for more info), with significant potential for treating a number of other diseases. It was our view VSGN PAD results in P3 would not improve over P2, and we planned to buy any dip created by the data release which occurred yest; FWIW we think the VSGN dose is to small in our view to treat PAD effectively, while LVRO dose will effectivel treat PAD. We have the same opinion regarding Chronic Heart Failure (CHF) Phase 3 vs Phase 2 resuts; specifically P3 will repeat P2. While there was a larger (unusual) mortality rate in the untreated P2 CHF group, if you adjust the untreated group mortality to a reasonable rate, there are still impressive statistical significances in both reduced mortality and reduced hospitalization rates. Given a solid 10yrs of other data and the VSGN PAD and CHF data, combined the same story is repeated many times by multiple studies providing a very predictable result to VSGN P3; VSGN CHF Phase 3 results will demonstrate a best in class treatment for CHF. Results of CHF P3 are to be reported late April, early May. Todays prices are IMO rock bottom, expect a significat ramp up in price anticipating the CHF release. This is a very hi probability trade with little downside risk at these prices in our opinion. We'd bet our reputation and the farm on it. Good luck

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