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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: JEFF CHAPMAN who wrote (9024)	5/20/1998 8:29:00 PM
From: George Acton	Respond to of 18691

NEOT looks a lot like ENMD, but beware. ENMD went up by a factor of 6 or 7 and this one has only doubled. ENMD was based on old results in mice, amplified by a NYT article; the NEOT results look newer and already have a promising or completed Phase I. Volkman has been working on angiogenesis for 25 years, but the story on NEOT is more novel (using a small molecule to stimulate the production of big protein molecules that can't be given directly). There are enough differences to suggest that NEOT may take a little longer to go through the cycle that ENMD did. Confirmation may take 1-2 years at least, so some pullbacks are almost certain. But this doesn't look like the slow, easy one right over the plate that ENMD was. (I'm still annoyed with Schwab for not having borrowable shares on that one.) --George Acton