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Microcap & Penny Stocks : NEOTHERAPEUTICS (NEOT) (NEOTW) -- Ignore unavailable to you. Want to Upgrade?

To: Joe Bz who wrote (417)	5/26/1998 12:48:00 AM
From: David M. Evans	Read Replies (1) \| Respond to of 705

Thanks for your input. There is nothing in your post that makes me want to emulate your short position. I am familiar with the company's management having been an early investor. I do not believe Glasky to be dishonest, and if he has been guilty in the past of making claims that are a little bold, I believe he has learned his lesson. Read back through this thread, and you will find that some have criticised the company for not putting on enough PR - now it is being accused of too much. This stock is too thinly traded, with too little real float, to be a reasonable short, IMHO. I wish you well.

To: Joe Bz who wrote (417)	5/26/1998 2:58:00 AM
From: Marty	Read Replies (2) \| Respond to of 705

Joe Bz, you posted the exact same message on the Yahoo board trying to make something out of nothing. Here was the response over there "Thanks for your scrutiny of the clarification statement. I personally don't see the significance in whatever differences you see regarding the European manufacturer. They both could be true simultaneously. In other words, maybe they have an agreement with someone to produce the drug during development and another agreement with someone for large scale production if it is approved by the FDA. It could be the same company with two agreements. It simply is not a major consideration to me compared to the test results. The big deal is whether or not they have a marketing alliance with a major pharma yet ... which typically includes up-front payment, development costs, revenue sharing and so on. They are currently negotiating those and holding out for the best deal they can for the company. The more substantiated the drug becomes, the better deal they can make. The significance of the distinction between the institutional investor and the private investor is lost on me. One could argue that either one is better than the other. The point is that whichever it is, it can hardly be considered hype. The terms of the deal are spelled out for you on the web site if you still smell a rat here. What is significant to me is that they have a somebody who is willing to give them $15 million dollars on some pretty good terms in exchange for stock in the company. You can always call purchases for stock dilutive if what you buy with the money isn't worth it. In this case additional research and development should be well worth the money... but you probably have a better handle on that than them. Whether or not the $15 million gets them through to the final FDA approval or not is an interesting question. Nobody knows what the test will show and how much more or less it will cost to get them to that point. I think it was Dr. G's opinion at that time that it would be enough ... maybe somebody else had a different opinion. Just to be on the safe side, the company warned that substantial additional financing will be necessary. There is no demonic plot here to mislead anyone. As far as I personally am concerned, I hope I can participate in the financing because that means that the testing is going well enough to warrant more investment. Every step of the way has justified the next. In fact, the way I look at it, in a development company like this, the more you spend actually the better it is because the tests are going well. That is kind of hard to explain to those who look at the earnings per share and post something like "These guys make ZERO per share, and couldn't be worth the price." Every body is entitled to their opinion and to put their money up as they see fit. If you are inclined to find warts and flaws, you are sure to find them and make a big deal of them. I still am outraged over people posting lies and finding fault where there is none." ----------------- Looks like you are getting a little nervous, Joe, posting your "discoveries" all over the place. Get that sinking feeling that you are not going to talk any of the people who have owned this stock before and know the company or who actually read all the reports and other information on the Company web site to sell their stock? Here is another thought, Joe, what if somebody else publishes some more good news in a study they have made on Neotrophin?ÿ Or what if they announce an alliance with a big pharmaceutical company to manufacture and market? Or what if the detailed analysis of the current tests turns out as good as it appears so far? Of course you probably believe that would be impossible because this is all a hoax and a hype, right? What would be good news for the patients would be bad news for your short position. I wouldn't stay short too long Joe, you short guys are the only ones posting so called "bad" news and it is pretty obvious when you have to stretch or lie.