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Biotech / Medical : Guilford (GLFD) - Steadily Rising

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To: John Dwyer who wrote (159)11/11/1997 7:36:00 PM
From: Russian Bear  Read Replies (1) of 496
 
John,

It looks as though the market agrees with your assessment of GLFD (the part about there being other, cheaper neuro plays.) I still think the slide from 30 to 23 is a big over-reaction, but I have been known to be wrong before, especially with stocks to which I developed an "emotional attachment." I am afraid I have just such an attachment to Guilford, so my judgement is a bit suspect. ;-)

Looking at your profile, I noticed that you got your Ph.D. at Johns Hopkins. Is it just a coincidence that you follow Guilford, or is there a connection?

Also, which neuro-niche biotechs do you recomend (and consider cheap?) VRTX? The neuro market is unbelievably attractive, in my view. While my money is (literally) on Guilford, it is possible that the ultimate winners will be one or more other companies. The only "sure thing" bet is that the ultimate winner(s) will be rewarded in a very, very big way.

Best regards,
RB
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