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Biotech / Medical : Lidak Pharm. [LDAKA]

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To: John Zwiener who wrote (112)2/9/1997 3:26:00 AM
From: James Silverman   of 1115
 
John,
I'm not sure what you meant by that last comment.
Within my portfolio are approximately 15 biotech/drug delivery firms. Mainly what I think are solid companies, along with a couple of fliers. If you'd like to know a partial list of what you can hotflash my name.
I like watching both good and bad biotechs for insights. I don't see a problem with this. Bad management kills outstanding biotechs/companies in general, no different here. LDAk is another such company-I don't think they'll succeed, rarely do drugs make comebacks after failing clinicals and Katz has shown repeatedly through the course that he's not one to trust. Of course I may be wrong, you think I'm wrong and thats why you have an investment here-I have no problem with that.

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