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

To: John Dwyer who wrote (159)	11/11/1997 7:36:00 PM
From: Russian Bear	Read Replies (1) \| Respond to of 496

John, It looks as though the market agrees with your assessment of GLFD (the part about there being other, cheaper neuro plays.) I still think the slide from 30 to 23 is a big over-reaction, but I have been known to be wrong before, especially with stocks to which I developed an "emotional attachment." I am afraid I have just such an attachment to Guilford, so my judgement is a bit suspect. ;-) Looking at your profile, I noticed that you got your Ph.D. at Johns Hopkins. Is it just a coincidence that you follow Guilford, or is there a connection? Also, which neuro-niche biotechs do you recomend (and consider cheap?) VRTX? The neuro market is unbelievably attractive, in my view. While my money is (literally) on Guilford, it is possible that the ultimate winners will be one or more other companies. The only "sure thing" bet is that the ultimate winner(s) will be rewarded in a very, very big way. Best regards, RB

To: John Dwyer who wrote (159)	11/11/1997 7:54:00 PM
From: NeuroInvestment	Read Replies (1) \| Respond to of 496

The differences are: 1) NAALADase is an enzyme which operates presynaptically, cleaving glutamate from aspartate during ischemic stress, causing the glutamate overrelease that leads to excitotoxicity. To inhibit NAALADase is thus to intervene upstream in blocking glutamate overrelease, hopefully avoiding the pitfalls that have beset postsynaptic tactics. 2) PARP is an enzyme which operates far downstream in the ischemic cascade; it is overproduced during excitotoxicity and undermines the neuron's ability to maintain anaerobic metabolism. The notion is that by maintaining the ATP energy system, the neuron can pump out excess calcium (which had been allowed in by the glutametergic overrelease which opened ion channels). It is the presynaptic strategy that has the most promise, because once you move far downstream, there are many biochemical anomalies that have to be remediated (lactic acidosis, free radical oxidants, etc): better to 'nip them in the bud.' NeuroInvestment