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

To: Ian@SI who wrote (167)	5/14/2002 11:52:13 AM
From: tuck	Read Replies (1) \| Respond to of 272

Ian, I have followed EMIS only very loosely, so I don't have much view on management's presentation of their technology. However, unless this failure is an indictment of their oral delivery technology, this may be a buying opportunity in the making. With the cloud over pulmonary insulin, EMIS' oral approach looks worth more than the technology value currently given the stock, which is now pretty close to cash value. I would expect a general market pullback in the next few days, and I would expect EMIS to deteriorate a little more along with it. That might provide a good entry point for those who believe in its other programs. Aside to Wilder: That's OK, the short portfolio is doing pretty well, and is currently starting dissection of another promising candidate. Your help would be welcome. Cheers, Tuck