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Biotech / Medical : Guilford (GLFD) - Steadily Rising -- Ignore unavailable to you. Want to Upgrade?

To: Russian Bear who wrote (158)	11/11/1997 2:31:00 AM
From: John Dwyer	Read Replies (2) \| Respond to of 496

Hi RB, Although I agree with you about the use of Gliadel revenues to fund further neuro research, I was very disappointed with these sales figures. Furthermore, I have been somewhat concerned with Dopascan since other companies (such as Boston Life Sciences) have competing products which I have heard are better that GLFD's. The immunophilin work is certainly their most exciting work right now. However, I find it difficult to justify such a large market cap for neuro products so far back in the pipeline. I also feel that sales from Gliadel/Dopascan will not support a significantly higher market cap. Despite some of my previous posts, I am not a bear on GLFD... I like them alot but just feel that there are cheaper neuro plays around right now. Anybody care to comment on the new NAALADase inhibitors that they are developing? Sounds pretty intriguing... can somebody explain the difference between this and their PARS inhibs? Actually, I think they changed the name of PARS to PARP (sythetase to polymerase). John