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


To: Biomaven who wrote (10819)3/4/2004 3:12:51 PM
From: CJ  Respond to of 52153
 
<< ....fundamental biotech news is infrequent and so for any one company you'll see hear pretty much the same presentation at a conference that you heard at the previous conference.>>

Peter ..... Thanks for the reply. Makes very good sense that mid-same-phase dog-and-pony shows would be pretty similar.

What's frustrating to us on many biotechs is that the Co's. update their websites on an infrequent basis. Have talked with some of the IR guys, who replied,
"You mean you feel we have an obligation to update our site each time we issue a press release ?? "

Well, DUH ! ... That's precisely what we mean!

Also appreciate your take on ARDM. Will try to keep up with its presentation next Tues.

Regards,
CJ, et al.



To: Biomaven who wrote (10819)3/4/2004 8:51:45 PM
From: scott_jiminez  Read Replies (2) | Respond to of 52153
 
Reality check...?

The only 'looking back' that strikes me as beyond bizarre (maybe 'pathetic') is that there were close to 80 (E-I-G-H-T-Y) posts on this thread during what 99% of the population of this country would consider 'working hours' (REGARDLESS of time zone) on this thread today.

What do y'all do for a living???????????

To state the obvious, if you folks have so much time to contemplate your navel, er, pardon moi, evaluate the empirical evidence supporting PIII trials of a drug developed by a company where you have foolishly directed a huge fraction of the family 'jewels', then should any of us very occasional participants have any confidence in your judgment?

I'm sorry, dudes and dames: if you have sooooo much time so as to flail at your keyboard all day long, your capacity to be even minimally objective, or even comprehending the idea of 'perspective', towards the drugs you so confidently feel you can impartially evaluate, is just a pile of BULL!

What do y'all do for a living???????????????