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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (76891)	6/10/2002 11:44:47 PM
From: JBullock	Read Replies (3) \| Respond to of 99280

Zeev, Personally, I always thought Psoriasis was an excellent business to get into... Hope you are doing well these days.

To: Zeev Hed who wrote (76891)	6/11/2002 12:09:20 AM
From: T L Comiskey	Respond to of 99280

Thx... antwrp.gsfc.nasa.gov

To: Zeev Hed who wrote (76891)	6/11/2002 6:40:38 AM
From: Earlie	Read Replies (1) \| Respond to of 99280

Zeev: CHF is a much larger market and is where the company is making the big bet. Not that I am knocking the Psoriasis results as they are excellent (a discussion with a participant knocked my socks off). Burn rate will increase with the study, but this also brings the treatment much more quickly to market. The size of the study also speaks to a very strong belief that a successful result is more than likely. If it continues to reap good results, the distribution partnership assures a quick market entry (and it wouldn't surprise me to see further distribution agreements surface). No question the sector is under pressure, which could turn into a blessing. I like the fact that the company could be a lonely success story in a sea of crushed bio stocks. Did I say anything about "salvation" or "being sure"? Doesn't sound like something Earlie would say. Best, Earlie

To: Zeev Hed who wrote (76891)	6/11/2002 8:37:23 AM
From: DD™	Read Replies (1) \| Respond to of 99280

Looks like Hal has been laid to rest.. groups.yahoo.com geocities.com DD

To: Zeev Hed who wrote (76891)	6/11/2002 3:13:33 PM
From: Jim Willie CB	Respond to of 99280

as gold price rises, BOTH demand increases & supply drops the demand side is a nobrainer, which is called "gold fever" the supply side is more peculiar sure, some mines will come online with higher POG but it takes typically two years to renew production meanwhile, the forward sales by hedged miners dries up which drastically affects their cash flow and even might drain cash, as they are now covering see AngloGold, Barrick, Newmont (from Normandy acqn) all the restrictions on cashflow affect production schedules hedged miners have a very large vested interest in a downtrending gold price even as it destroys their own industry perhaps half the gold miners participate in this perverse game but the other part of the supply side is ended gold leasing and ended Central Bank outright selling the leasing is their scummy little hidden offbook game case in point with Bank of Netherlands Message 17587976 recently announced South African nationalization of gold mines is also sure to inhibit production as inefficiencies mount e.g. license fees to govt, higher miner wages, diverted profits, investment in communities, forfeited decision control, lost lustre of secondary issuances higher demand, lower supply as price rises, wow! I wonder what that Supply-Demand curve looks like vs Price / jim