[ SHMN ]
Ray:
Geze, I go awol for a few days, and have 275 posts to wade through.
I printed out some messages from you concerning additions to the biotech list. I'll go through them and update this weekend. I'll also go through the stos that have hit radar since I last posted, and try to summarize our picks and my new thoughts south of the Hong Kong carnage.
SHMN..... it hit big sto a couple of weeks ago. Don't know if it has since. Again, it is not my type of company and not my type of management. A recent management change just reinforces my previous opinions. The diahrrea results are not particularly impressive, and they hid some very bad news among the moderately good news. The AIDS market doesn't impress me. For acute traveler's runs, I really don't understand the need for trials in the first place. Loperimide, available over-the-counter, is liquid cork.
It may suit your purposes, but it's not what I look for (big stos backed by platform technologies and exceptional research, the big, big stos).
Again, back at ya this weekend.
Rick |
