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Microcap & Penny Stocks : Pharmos(PARS) -- Ignore unavailable to you. Want to Upgrade?

To: David Israel-Rosen who wrote (1138)	8/10/1998 9:14:00 PM
From: RockDoc	Read Replies (1) \| Respond to of 1491

Welcome Back, David. Your participation on this thread has been sorely missed. You're current observations are right on target as usual. HU211 is the wild card. If it hits we all are going to be very happy campers!

To: David Israel-Rosen who wrote (1138)	8/11/1998 10:11:00 AM
From: Ariella	Respond to of 1491

Welcome back, David. Interesting morning so far -- someone bought 50K block at opening; it's 10 o'clock and we've already traded over 90,000 shares. Who would have suspected this on a morning when yen-related worries are chopping up most stocks? Got to love it. Ariella

To: David Israel-Rosen who wrote (1138)	8/11/1998 2:13:00 PM
From: crysball	Read Replies (1) \| Respond to of 1491

Welcome back David. Could you share any observations from your recent visit to Pharmos [Israel]? Do you happen to know if Pharmos would provide an intermediate compound [as they do in the case of supplying Lotemax intermediate to BOL] for HU-211 to any eventual strategic partner?

To: David Israel-Rosen who wrote (1138)	8/20/1998 9:30:00 PM
From: arnie h	Respond to of 1491

David: From my perspective, your summary of the Pharmos strategy fits it like a T. It can be summarized as "Living by your Wits" which is what almost all companies do in their earlier years. Yet at some point, managements have to go beyond that and, since I like to noodge management about 12 - 18 months ahead of time, I felt it was a good time to raise this issue. In essence, it is difficult to build a sound organization with the strategy you described. What are the core competences you build? And I think you'll find that analysts in this field will need to have a better defined strategy to really get behind the company. The above applies if one is investing for a 10+ bagger as I try to do. The price can certainly go up nicely without a better strategic focus but I doubt it can get to where I'm hoping it will in it's absence. Have a good and safe trip, Arnie