SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Pharmos (PARS)
PARS 2.700+13.6%Jan 21 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: yosi s who wrote (757)5/8/1999 9:29:00 AM
From: Richard Huth  Read Replies (2) of 1386
 
Hi Yosi

I agree with Ron, that unless you have very strong figures (+30-40 % increase in sales and very positive earnings data) nothing will happen.

I can understand that you see things different, but I my opinion your thoughts are too optimistic. Most of the participants here have a very deep understanding of PARS technology, but most of them are not coming from the typical investment side. And things are sometimes different on that side of the street (I have tried to explain this in several mails before).

HU-211. Most of the participants on this thread expected PARS to show a partner in spring, no more and more are waiting for early summer. I have been more pessimistic about that subject earlier on, and I still would not expect a final agreement before August/September (but would be very pleased to hear it before that time). As mentioned before, Investors are looking for security right now, so announcing some possible partners will not be enough to bring investors in. Knowing the partners does not mean that much, knowing the terms of the deal (milestones, up-front payments, cost sharing etc.) everything. And only a good deal will awake investors awareness and interest.

Alrex/Lotemax in Europe: This is the endless "hope Story" on this thread, repeated every quarter. We have not heard anything yet, and I doubt that we will hear something of real importance now. Just hoping on a news release, indicating that within the next month one can expect an approval is not enough. Only the approval in a European country will mean milestones from BOL and additional sales. So the only thing of interest is the approval itself. Again, Investors are looking for facts and approved figures, not hopes. That's why big pharma and biotech is doing so well, and most small biotech's are not.

If figures are coming online with general expectations, the share price will not see a strong positive impact; even indicating an ongoing uptrend in CF-development.

Otherwise, if PARS is releasing very strong figures or positive news about closing HU-211 negotiations within the next 4-6 weeks, or the approval of Alrex/Lotemax in Europe, than the share price could jump over $2. But I do not believe that.

But to be honest, I would be happy to be proved wrong (but till now I wasn't - even if some did not like and believe what I said before).

Hoping the best for all of us,
Richard
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext