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


To: scaram(o)uche who wrote (1411)3/1/2000 2:34:00 PM
From: biowa  Read Replies (1) | Respond to of 2001
 
Rick,

I was somewhat disappointed by the comment that they intend to partner candidates, until at sometime in the future they have the resources to take forward themselves. I hope they really aren't ignoring the opportunity to raise cash now.

On the plus side, they expect Adcon sales to return to pre-embargo levels (and I thought I heard pre-embargo growth rates) in 2Q.

biowa



To: scaram(o)uche who wrote (1411)3/1/2000 7:02:00 PM
From: scaram(o)uche  Respond to of 2001
 
noticed typo..... that's F-D-C reports. They strike right to the core in their analyses, giving readers meat, early.

Sorry.

In any event, the F-D-C guy hit right to the core with his questions. Oesterling was well prepared to deal with these foci, and gave direct, clear answers re. both reimbursement codes and the definition of what (the nature and frequency of adverse events) would trigger a report to FDA. He clearly said that they have not seen adverse events at a frequency beyond which was observed in clinical trials.

Really lousy conference call, but the stock should be, IMO, at $40.

Again..... when times were tough.... when the goal was to limit dilution, diversify, *and* keep costs down..... this management team was one of the best.