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Biotech / Medical : Biotech vs. Shorts -- Ignore unavailable to you. Want to Upgrade?

To: Neuroguy who wrote (364)	2/12/2000 12:14:00 PM
From: scaram(o)uche	Respond to of 427

>> They have no blockbuster drugs (Perceptin - I think not). << Why will it not be effective for attention-promotion in aging disorders/dementia? Why will it not be effective for narcolepsy and other sleep disorders? Why will it not be effective for certain obesity applications? Why will it not be effective for attention deficit disorder in adults? I'm not going to represent that I have relevant expertise. However, I've talked to many who appear to have such, and they're impressed. Rather than just taking a shot, please provide some rationale, so that we can all profit from your experience. It's a very highly leveraged business plan as represented, and there's a ton of data pointing to marked activity for Perceptin and other H3-receptor antagonists in preclinical models. Please tell us why the representation is deceiving. If you can, all SI shareholders will appreciate the op to make an early exit. Thanks.

To: Neuroguy who wrote (364)	2/12/2000 4:53:00 PM
From: Miljenko Zuanic	Respond to of 427

Neuroguy, You seams as very high on CLPA and Aptosyn. Being doing some DD on drug myself. Still collecting information. Please, can you summarize (on CLPA tread), no BS like drug have great potential, plain and pure results from PI to today. As well as some preclinical and toxicology studies. Thanks. Miljenko

To: Neuroguy who wrote (364)	2/12/2000 6:47:00 PM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 427

Neuroguy, >Torben re GLIA (+ CLPA).. I didn't mention CLPA; I have not looked into it seriously. And I'm not buying Perceptin. I'm buying ADCON because I believe it's going to produce a healthy revenue stream. But there're a bunch of additional potential products in the pipeline and some of them have - in my mind - greater potential than Perceptin. As far as I'm concerned, Iacta est alea. Now we march on Rome. Q4 results are coming out March 1 I believe and GLIA will be at the SG Cowen Health Care Conference in Boston March 5-8. That's not very far away in time. Thanks, Torben

To: Neuroguy who wrote (364)	2/17/2000 12:47:00 AM
From: LLCF	Read Replies (1) \| Respond to of 427

<The chart is ugly in the extreme. There is no pressing reason I can see to expect short-squeezing movement. > Except, it's a promising biotech. < What might you be seeing here that the shorts have missed? I'm curious.> In this market I think the real question is 'why short GLIA'? You have to have your head examined to be short GLIA in this market. THat said, the shorts are lucking out so far. We clearly haven't picked up the kind of buyer to rip them yet. <In the last few months, you could have used a dartboard to choose your biotech> Exactly... and you could have used a dartboard to pick shorts too, this one was none to bright, no biotech was. I'll repeat, I don't know who is short GLIA, but they clearly have too much money if they're wasting time shorting this one, parting them from some of it would make me very happy. All my opinion of course. DAK