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

To: BDR who wrote (2923)	8/10/1999 12:38:00 AM
From: Bill Wexler	Read Replies (5) \| Respond to of 10293

SAFS certainly looks suspicious - especially since Mark Skousen is humping it. Looks like it's screaming to be shorted; however, with the market cap at over $400 mil. it is obvious that the float is rigged. I would bet that it will be quite difficult to find shares to short.

To: BDR who wrote (2923)	8/10/1999 1:34:00 AM
From: Marconi	Read Replies (2) \| Respond to of 10293

Hello Mr. Russell: SAFS The issuance of options for payments sounds like stock as scrip for cash. I have not looked at SAFS but you piqued interest. The comment about GBC-590 as a molecular decoy sounds fishy to me. The function sounds more like an antagonist or agonist. But the real puzzler was that the 590 was to prevent cancer cells from aggregating with each other and keep them in the blood stream. That is exactly the process of metastasis...loose cancer cells are thought to dislodge, and circulate until they lodge somewhere else, then continue proliferation into a mass which obstructs the functioning of the surrounding tissues (including organs), leading to pain and death. The therapeutic effect described sounds more like the cure that kills. I would expect a carbohydrate to be degraded over time by the enzymes in the body. A phase I study should show toxicity like candy. Price in the mid 20's looks like it could be a worthy short. What do you foresee taking them down to realization if they have something or not? My instant thought is a phase I hooplah and a rise, then with so little known yet about the emerging technology of carbohydrate chemistries for cellular recognition and functioning and how they alter in disease states, then the company is likely to be in the area of foundering for phase II and more expressly in phase III trials if properly done. That's probably something like a 3 to 5 year time frame, not knowing specifics any better at this time. Is that worth the wait? Stretched out that long, tentatively, no, that's only around 20% per year. What could drive this quicker if diligence shows a dog here? Best regards, m