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Biotech / Medical : Shaman Pharmaceuticals has been moving on big, relative, -- Ignore unavailable to you. Want to Upgrade?

To: Old Stock Collector who wrote (819)	1/7/2001 7:57:30 PM
From: JMarcus	Read Replies (1) \| Respond to of 838

Rick Harmon mentions Aquila as an example of a company whose stockholders did well by holding onto the stock until it emerged from a Chapter 11 filing: siliconinvestor.com Unfortunately, I don't know the details of the Aquila story. I think there are two ways to make an interesting argument from the examples of other companies that have filed for Chapter 11 reorganizations. (1) one could conduct a survey covering a large number of such cases, particularly ones involving R&D companies, and (2) one could analyze a small number (perhaps only one or two) of cases with very strong parallels to the circumstances facing Shaman: i.e., a company that has what appears to be a valuable portfolio of intellectual property in pharmaceutical and nutritional agents, that has a hugely valuable (to the right acquisition candidate) tax loss carry-forward position, that has run out of money on the threshold of the market launch (by a major distributor) of a product with a very large market potential, but that has a very checkered past of mismanagement. Marc