Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Lidak Pharm. [LDAKA] -- Ignore unavailable to you. Want to Upgrade?

To: luis a. garcia who wrote (775)	1/2/1998 1:31:00 PM
From: henry jakala	Read Replies (1) \| Respond to of 1115

the FDA has a better chance of going out and getting coffee and donuts in a timely manner than reviewing Lidak's NDA probably in for a long wait - but then with Lidak what else is new ? sigh wow - 150 volumes 200 pages each ??? sheesh - i wonder how much of that is readable material and how much is government boilerplate - incredible

To: luis a. garcia who wrote (775)	1/2/1998 8:53:00 PM
From: John Zwiener	Read Replies (1) \| Respond to of 1115

Luis and Henry, It's a little encouraging that Lidak drifted up from it's open. It would be interesting to know if the short sellers decreased their position today. The upward drift and decrease in short sellers (if that's what happened today) would indicate that the placebo numbers are OK. I was frankly surprised that the price did not drop down to around 1. I continue to hold. I do not think that the possible use for Kaposi's sarcoma has anything to do with BMY dropping lidakol. Conflict of interest? Kaposi's use is small change compared to the Herpes use. And it seems that every drug company in the world is working on a treatment for Kaposi's. Luis, acyclivir only decreases an outbreak by 1/2 day. It barely worth the trouble to take this expensive drug, but it is a 1.5 billion dollar drug for the herpes use. The only reason I continue to hold is my impression of the people at lidak. But the numbers tell the story.