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Biotech / Medical : GelTex Pharmaceuticals (GELX) -- Ignore unavailable to you. Want to Upgrade?

To: Robert L. Ray who wrote (53)	6/23/1998 9:54:00 PM
From: H. Bradley Toland, Jr.	Read Replies (1) \| Respond to of 127

Yeah, I'm still out here; waiting. Looks to me as if the stock has just about finished changing hands, weak hands to strong hands. I base this on the positive price volume action over the past few months. I do not agree with your point about RenaGel being fully priced in the stock. It may be a $150 million product (rev) to Geltex in the U.S. alone. And the ramp up should be fast. CholestaGel could be a blockbuster product. Me thinks the stock is very cheap with a $340 million valuation. Stay tuned. Brad

To: Robert L. Ray who wrote (53)	6/30/1998 11:19:00 PM
From: Robert L. Ray	Read Replies (1) \| Respond to of 127

Hmmm... down yet again today. This just isn't making much sense to me. Apparently some people must feel the the market potential for RenaGel isn't all that great. It's superior to all the other Phosphate binders so IMHO I think it will wind up being the drug of choice for the majority of those who are currently taking phosphate lowering drugs. Does anyone out there either know what price GELX will be charging for RenaGel or at least know what price/s the competing drugs are selling at? I keep thinking GELX has hit bottom and it still going lower. Hopefully the drop today was just end of quarter portfolio dressing be institutions.