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Biotech / Medical : Gliatech (GLIA) -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (1391)2/27/2000 8:40:00 PM
From: Torben Noerup Nielsen  Read Replies (1) | Respond to of 2001
 
Peter,

>but you need to ignore this and stick with your own
>analysis.

This is what I'm doing with GLIA. I admit to being nervous as all hell at times, but every time I go back to revisit the facts, I end up coming back with a buy order!

I wish I knew as much as the rest of you about the underlying science. I don't so I have to go by the pieces I can understand and fill in the missing pieces using whatever I can glean from here and there.

But I have a fair amount of experience reading proposals and the like. And it doesn't take a lot of brains to figure out that a lot of the analyst coverage of Gliatech is seriously flawed. Even the Prudential report appears suspect. And yes, I've read it; about 10 times or so!

Thanks, Torben



To: Biomaven who wrote (1391)2/27/2000 10:54:00 PM
From: jeffbas  Read Replies (1) | Respond to of 2001
 
Maybe, Peter. You may be right. However ^BTK was on a tear already in mid-January. Anyone who adds materially to a short position in that environment is either an idiot or knows something. Shorts are usually a little smarter than average, as you noted.

As I pointed out with my Resorts example, I personally do not think it will matter which because I suspect the shorts' timing will be as wrong now at it was then.


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