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

To: Steve who wrote (183)	2/11/1998 9:38:00 PM
From: John S. Sturges	Read Replies (1) \| Respond to of 496

Matt Geller of CIBC Oppenheimer is the strongest supporter of GLFD as well as PDLI. PDLI has had several detractors vs SangStat(SANG) in no small portion connected to corporate finance work and who owns the turf. If PDLI becomes recognized for the potential of Zenapax which I believe will happen on Feb. 18th.,then GLFD as Matt's most undervalued recommendation, target of $39shr. will gain adherents as the street looks for his other "Geller winners". Best regards, John

To: Steve who wrote (183)	2/12/1998 11:39:00 AM
From: bill small	Read Replies (1) \| Respond to of 496

Steve, I looked too at the analyst reports and always do before investing in biotech since I have limited expertise at evaluating the technology. The thing I find most useful is the financial models of revenue/earnings they make from their eveluations of the pipeline, technology and markets for each product. From the reports of several analysts of GLFD, it would appear that the stock is a great buy now. I can't find a major flaw in their conclusion about things. So I am buying stock now. Of course there is a risk of GLFD falling on their face in many areas of research as well as markets for products not materializing as projected, but this is true with any biotech stock. I think most of price weakness is due to biotech being out of favor for now, But this is starting to turn around some in the last week or so and as sentiment turns for the sector, GLFD should return to former levels at a minimum. From there I see it trading more on developments in its programs. Are you a GLDF holder? best of luck......Bill