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


To: Marconi who wrote (2929)8/10/1999 1:47:00 AM
From: BDR  Read Replies (1) | Respond to of 10293
 
<What could drive this quicker if diligence shows a dog here?>

Agree that the cancer "cure" could be dragged out for a few years to prop up the price. HEPH as a short has that same problem in that the AIDS "cure" can be in trials for years before anything definitive is released. Expenses will increase if they actually proceed with Phase II and III and so dilution will continue. Someday shareholders might want to start to ask about the lack of sales of some of their more mundane products. I was thinking that just shining a bright light in some dark corners might rationalize the price a bit.



To: Marconi who wrote (2929)8/13/1999 12:13:00 PM
From: BDR  Read Replies (2) | Respond to of 10293
 
<<What could drive this quicker if diligence shows a dog here?>>

Action by the FDA to curb SAFS's use of Phase I data to support its claims of efficacy of GBC-590 against cancer.