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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: David Cathcart who wrote (7558)	2/6/2000 1:14:00 AM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 9719

<<When you and Rick made a big deal about the Euro deal long ago, you were making a mountain out of a molehill.>> I made a call because there was no meat (in 97 and 98) in 114 which will guaranty deal, Euro or US. I was very clear about this in 97/98. <<The real mountain is the potential of MGI-114.>>. Potential, yes. But realty (positive or negative) is something else. <<You have panned it. I said then and I say now that you have judged it wrong.>> What are base for this statement? Stock price??? <<You know more about science that I do, but those who know more about this specific science and are closer to the drug (e.g. Dr. Daniel Von Hoff) think a lot of the drug. >. I do not know about science, but I did develop my position based on data what are available to me. If you or Dr. DVH have info or data (for instance: investigator drug presentation and review, detail clinical results,...) which can help me better understand drug and change opinion,...well, be my guess. I would love it. I spent considerable amount of my time investigating MOGN and I never recover this investment. <<We are close to the clinical trial results that will settle the issue. Let's put down our swords and wait for those results.>> Simple PR from MOGN in regards the PII trials results will not change my position. This isn't specific to MOGN. Some I apply to any company, regardless do I have position or not. I didn't rise my sword. I was stipulated that my prediction about Blizer and his BS wasn't correct. Once again, it was CORRECT one. Blizer didn't have any other choice than go alone with 114 and do what the best can be done. Investigate compound in human. Let me said clearly. For the sake of those who suffer from cancer (and I consider myself as one with high risk)I wish with all my hart that 114 is right one and that it can help many cancer pts. Good luck, Miljenko