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Biotech / Medical : CEPH -- Ignore unavailable to you. Want to Upgrade?

To: gumbydamnit who wrote (798)	6/23/1998 12:37:00 PM
From: g.w. barnard	Respond to of 998

Forest, i agree, if it superseeds retilin as the drug of choice then a huge potential. gw

To: gumbydamnit who wrote (798)	6/23/1998 6:17:00 PM
From: jbershad	Respond to of 998

Out of all sleep disorders what is % narcolespey? Do you know? Are you aware that sleep apnea is the largest portion of the market? Good luck. Jerry

To: gumbydamnit who wrote (798)	9/15/1998 1:07:00 PM
From: Wally	Read Replies (1) \| Respond to of 998

Foriest: I agree with you. And I say that after foolishly buying into this stock (more than once) based exclusively on its potential with Myotrophin. I say foolishly because I was counting on its potential as the only drug of choice, despite the actual Worldwide market size which is indeed small. The return on investment was probably never going to be considerable. I believe Cephalon was enamored with Myotrophin more for its pipeline potential and good PR. It backfired. Personally, I think this was due more to their approach with the FDA then the intrinsic value of the drug. It's not a wonder drug, but the FDA will often allow a drug that does a little where there is next to nothing to supplant it as a treatment. I thought Cephalon's Dog & Pony show was strong on emotion and sloppy on data. So did the FDA.. and they don't like to get squeezed. With all that said (and back to your Provigil point) I still view Cephalon as a company with tremendous potential. A strong CEO, a great money raising ability, strong partnerships and currently, multiple income-producing pipelines. I think they've spent too much time trying to resuscitate Myotrophin. With each rebuke, they get crapped on all over again by the Stock Market. Time to move on. Cephalon has drugs with better science and better markets - and IMO, that's where their energies should be spent. Just for everyone's reference (if it matters) I am not currently holding any CEPH stock. If the price stays down at these levels (and If I can ever again afford to buy on margin) I will probably jump back in. I actually bought in again at 52 week low and then had to liquidate the buy on a margin call.. Stupid, huh?. Of course, I blame it all on those Russians. Regards, Wally