Bill Wexler's Profits of DOOM Message Board

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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (4567)	3/2/1999 4:13:00 PM
From: Biomaven	Read Replies (1) of 4634

Bill, I have never had a position (long or short) in Zona, and am not likely to. I have only ever looked at it superficially myself. However, as an experienced biotech investor, I wonder on what basis you summarily dismiss the SGP due diligence on efficacy and patentability? Asensio has good ideas sometimes, but I certainly question his capabilities and access to data on this issue compared with SGP. I largely agree with you on HEPH by the way, but it's the last time I enter a crowded short. With today's collapse in price I'm just about at breakeven, allowing for the fact that I chickened out a few weeks back and covered part of my short (at a loss) around 20. Peter

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