Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : AMLN (DIABETES DRUGS) -- Ignore unavailable to you. Want to Upgrade?

To: Rudy Saucillo who wrote (1441)	7/31/1998 7:02:00 PM
From: Peter Singleton	Read Replies (1) \| Respond to of 2173

Rudy, points well taken. And of course the stock price is merely a call option with a strike price $0 and expiration 2/99, with European results and corporate partnership related, sequential binary events. Twice this year Michael Murphy has touted an imminent corporate partnership, and the stock price has briefly rallied to the $6 range. Gotta wonder about that. There's no business logic behind a corporate partnership before the European results. Without the data, no pharma is going to offer terms AMLN can accept. Period. Leads to two obvious scenarios for Murphy's statements about the imminence of a corporate partnership. a - Murphy doesn't know the reality as stated above b - Murphy knows the reality I don't want to draw out the implications of his comments given these two scenarios. Can you think of a third? And which of the two or three scenarios do you think is likely to be true? Peter