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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (3986)5/5/1998 3:32:00 PM
From: Tim Cruise  Read Replies (1) of 78516
 
Michael,

As a doctor, do you have any opinion on ENMD? I would have thought, and it appears that the market is in agreement (at least today), that the stock has jumped way out in front of itself given the research that has been completed to date.

Sure, it is interesting that they have an agreement in place with Bristol, and the potential is fascinating, but at these prices it seems a little unrealistic. Any thoughts on either the scientific or financial viability of the claims?

Thanks,
Tim
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