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To: mopgcw who wrote (338)11/21/2002 8:47:26 AM
From: scaram(o)uche  Respond to of 887
 
I didn't say that the call was good or bad. I'm just saying that, in spirit of the embargo, the call shouldn't have been made until yesterday.

And, an analyst runs the risk of looking silly in light of data obtained after the abstract was submitted.

>> but the market did not seem to take to the colorectal data... <<

He doesn't look silly. Is that rational, or was it cowboys, trading the meeting and one of the only stocks that had the capacity to break "the spirit of 2001"??

As I've said often, I no longer own the stock. But now there's 299 data coming at ASH. One thing is certain...... the "priced for perfection" call is a play into current market psychology and is silly. Analysts should have perspective that pre-dates ASCO 2001.