SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Charts for Quick CASH $$$
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Carlton G Glenn who wrote (4120)10/9/1997 6:22:00 PM
From: scaram(o)uche   of 9262
 
[ CYTO ]

Carlton:

Mixed feelings. It's the only product approved for bone pain in cancer that is effective, and today's report indicates just how effective it can be. Competition is coming, however, and CYTO is lugged down with low-margin or even money-losing products. It's not going to rocket ahead, unless the "The interesting findings
regarding survival in breast cancer patients will clearly prompt additional studies of
Quadramet in this disease" catches some hype potential.

Why? Because no reputable analyst will touch this company until real revenues are seen to hit the bottom line. CYTO has labored for too long through too many ugly efforts. They've also given a big chunk of quadramet to Dupont Merck.

Not to be misunderstood, I admire the tenacity of McKearn. He's labored with a technology (targeted diagnostics using monoclonal antibodies) that looked attractive but hasn't panned out. Moreover, he moved aggressively a couple of years ago to diversify efforts.

But, it's going to face intense selling pressure from the disenchanted, and it's not going to $10/share near-term (expect further dilution). CYTO was one of the first biotechs, and the story has just plain grown laborious. I'd look elsewhere in the biotech universe. Take a look at the performances of INCY and ARQL...... there are continuous opportunities to find this sort of "business plan to suit the times". No need to invest in companies that are still trying to shake loose of handcuffs, to make a forced technology fit a disease, or both.

Rick
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News