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

To: scaram(o)uche who wrote (433)	3/5/2003 10:01:23 PM
From: Spekulatius	Read Replies (1) \| Respond to of 897

<< As we know, (1) i.p., preclinical work and early clinical studies have no value, and (2) there will never be another drug (medicine) developed anywhere, much less at VPHM. After a few more quarters (the buy-back allocation was almost exhausted as of 12/31), their book will turn negative. So it's only a matter of time?>> True but the downside is one never knows. A mad scientist may isolates the golden bullet molecule against cancer in a pile of dirt, just when a pharma executive in a 2000$ suit comes along, because his car broke down in front of the building in fron ot VPHM's lab. At the receptionist desk, he happens to get a glimpse at a couple of data points that said mad scientist has been generating and "Eureka" he knows that he's onto something. His instinct, sharpened through 10 years of service, refining power point presentations for the executive assistant of the son in law of CFO of this world class pharma marketing organization tells him that he needs to react quickly. He calls his CEO who wastes no time and flies in 29 minutes later with a helicopter and a 100M$ cheque. The rest of the story can be found in the "Harvard business Review". Things like this keep me up at night. Nope VPHM is not a good short.