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Biotech / Medical : The Stock for 1999(Polymedica)PLMD(Medical Supply Co.) -- Ignore unavailable to you. Want to Upgrade?


To: Arthur Radley who wrote (1287)6/30/1998 9:02:00 AM
From: Sam  Read Replies (1) | Respond to of 3414
 
Fantastic! It's about time for some sponsorship! Sam



To: Arthur Radley who wrote (1287)6/30/1998 11:19:00 AM
From: Harold V  Respond to of 3414
 
Write on Texas Dude! I found the same reference in today's special section in the Wall St. Journal and nearly jumped out of my chair. This analyst is one of the very best in the medical field, and this mention of PM will surely get the attention of numerous investors and give a real push the volume and price of PM shares. Some traders will, I predict, buy PM for a fast profit, but their action should get the attention of more long-term investors. Harold V



To: Arthur Radley who wrote (1287)7/1/1998 11:27:00 PM
From: Apakhabar  Read Replies (1) | Respond to of 3414
 
Hello, just checking back in after reading the 10-K. I've been out of PM since after the last earnings announcement. I was interested to see that the analyst talking up PM in the Journal was Sharon di Stefano. She's a friend of mine. I can tell you that she does know health care, and if she likes a stock, it is almost always a good long-term investment. But she's not in the business of day-trading, so if I owned PM now I would be patient. When I met her, in 1992, she had just gone to work for Mabon and she wrote a beautiful report on Cordis, a maker of catheters, stents, and related products. After her report came out (unfortunately coinciding with the Clintons' announcement of health care reform) the price of Cordis went from 39 to 21. I will always remember that I asked her what she thought would happen next and she said the price could go to 18 because another analyst had downgraded it, but that long-term, Cordis was a great buy. Since I had just met her, I nodded my head, and went out and bought Merck (at 29, a great buy, but...) -- of course, Cordis did not go to 18, but rather, within a year, to 40, 60, 80 and finally, when JNJ bought them out, to 108.
Anyway, anybody interested in PM would do well to find out her full report on PM, if Josephthal has released one. She is a fine writer.