Guilford (GLFD) - Steadily Rising Message Board

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Biotech / Medical : Guilford (GLFD) - Steadily Rising

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To: Steve who wrote (227)	6/25/1998 2:21:00 AM
From: Quilty	Read Replies (1) of 496

Clearly, you refer to the stock, not the company. I'm not exactly thrilled, either, but a recent conversation with a sell side analyst on Guilford confirms the general malaise and confusion over this present valuation. Perhaps you should: 1. Talk to someone selling Gliadel for RPR. Sales are improving. 2. Review the last 10-Q, for instance, the cash on the balance sheet 3. Consider that: GLFD is likely to announce very large partnerships for PARP and NAALADASE. 4. Reread the Amgen filing of last year. 5. Remember why you own stock here in the first place. I think that a $9 call on what might be the largest drug of the next decade is very enticing. GLFD is likely to get 20% royalties and should get a 10X multiple for that alone...if you let your mind wander here the opportunity seems pretty gargantuan. 6. Sell this sick pup and deposit the proceeds in a real company like Zonagen, or maybe buy Amazon.com at 75X next year's sales. Not to belabor a point or sound too caustic, but this stock is priced at a ridiculously discount to what SEEMS a very bright future. Either you buy that thesis or sell and move on. Quilty

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