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Biotech / Medical : Guilford (GLFD) - Steadily Rising -- Ignore unavailable to you. Want to Upgrade?

To: Steve who wrote (232)	7/16/1998 11:03:00 PM
From: Quilty	Read Replies (2) \| Respond to of 496

Steve, I listened to the conference call this afternoon. It was more positive than negative, certainly, with a lot of Gliadel-related news. Dr.Smith sounded very encouraging about the results, the 19% increase in sales, which is basically advancing at that rate each quarter. He said a disappointment was not getting approved for Canada, but he felt that was achievable by year end. Dopascan seems on the cusp of a partnership. NAALADAASE and PARP are moving along ahead of schedule. Another positive, insider buying. It seems 100,000 were bought at these levels last month by Craig Smith himself. I don't have the number here at home, but the company has a replay # to dial if you want to listen to the call tomorrow.Incidentally,I got the dates wrong for the meeting, which was this afternoon at the World Trade Center. Could be a long hot summer, with the stock adrift, but it seems like a steal to at these prices. A lot of risk is being discounted, and the sector is completely shunned. If you're frustrated, you might want to take a look at some of the drug delivery stocks, which the street seems more willing to embrace. I recently met the management of Depomed and found the story quite compelling. Quilty