John Metcalf: Why don't YOU watch your temper and stop being so insulting? You are the one using defamatory words like skunk, liar, tout, etc. . How could you not think that your insults and low blows to John W. would not cause him to withdraw? Unfortunately John has fallen for your bait and obliged. Are you deliberately trying to add fuel to the fire, so soon before earnings? You have succeeded in getting rid of your perceived "enemy". This isn't the first time you attack John w.
John W. and many others, (analysts, physicians at ICAAC including Dr. Henry, individuals) criticized the article that was written by Jesse Eisinger. Go over the posts yourself, or it too much trouble? Why pick on John for this? It was a sensational presentation of anecdotal data that unfortunately effectively spread fear.
John W. did not attack James Cramer. Most of us respect Cramer for his expertise, honesty, and intelligence. He criticized the article which was written by Jesse Eisinger, who has a bachelor's degree in American studies from Columbia University. This sure makes him well qualified to cover biotechs. The study was criticized by many as being anecdotal; was not a clinical trial; patients were taken off Viracept too late, when they had very high viral loads, and they had been on up to 5 drugs prior.
We've been over all this and you know it. There was a lot to criticize about this article and the sensational headlines given to it.
I also thought originally that Jay Silverman might be James Silverman, the names are close, if you don't know either person, and both sound like analysts.
Agouron was upset enough by Alan Abelson's article to write a letter to the editor, clarifying Abelson's misinformation. Many analysts and individuals (including Bilk) on this thread commented on the misinformation in Abelson's article. Why pick on John for this?
I used to own Ligand. Henry Ninman has always stated he knows nothing about business or investing, and does not give investment advice. His claim to fame is his expertise as a scientist, not as an investor. Ligand investors have been waiting quite awhile for this diabetes deal which is coming "any day" now.
I wonder myself about what would possess all these good samaritans who have no position in the stock to spread their opinions (not knowledge) that all patients on protease inhibitors will show resistance to them. The longitudinal studies by Merck and Agouron, (over two years so far) haven't shown this. 80% of patients still have undectable levels two years out, in Merck's study. (one year so far, in Agouron's study). We will all die some day too, so why don't we just get it over with and kill ourselves now. That makes just as much sense.
John made an honest mistake about the market cap and has said so. John has done a lot of research following this company in which he is heavily invested. He can be as volatile as the stock price when he thinks he or Agouron are being unfairly attacked. Agouron certainly has come under attack from various sources the last few weeks. That is not paranoia, i.e, the article in thestreet or Barrons. If it is, there are many of us besides John who should seek help for their paranoia.
Wonder if you will post again. I would be embarrassed if I were you, if you didn't apologize first. |
