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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Land Shark who wrote (1863)	7/11/1999 12:22:00 AM
From: Mike M	Respond to of 10293

yields, you have been given your marching orders. Make your pavlovian response and short up to your eyeballs. You hot dogs won't believe the clinical evidence when you see it.

To: Land Shark who wrote (1863)	7/12/1999 11:36:00 AM
From: Marconi	Respond to of 10293

Hello Yields: medical studies Clinical trials need to be double blind (doc does not know, patient does not know whether medication or placebo) patients randomly selected from the treatment population, and results that are statistically significant against a hypothesis. That many biotech firms have violated the last qualifier by "retrospective" analysis, when their original hypothesis failed significance, has often been a red flag the firm is unlikely to have something. These events unfold over several years. A well-diversified investor with deep pockets can afford a portfolio of short positions to shot gun for the majority of failures. It also helps for an investor to have a link into the medical science community where the med professors listen at forums to abstracts of ongoing studies, and fairly brutally discuss weaknesses in the scientific aspects of the study. Unless the science is clean, most such studies are dismissed as unreliable, but will have a few proponents in the med community. A number of spectacular debacles come to mind for which I had wished I had the capital to be short at the time, especially in the biotech hey days of years past. Best regards, m