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Biotech / Medical : Insite Vision Inc. -- Ignore unavailable to you. Want to Upgrade?

To: David Bogdanoff who wrote (824)	8/14/1998 4:03:00 PM
From: Larry Weiner	Respond to of 1060

David: I agree and that's why I was hoping for an acquisition. I'm afraid that there's going to be a stampede for the exits after the deal is announced. At least with a buyout we wouldn't have had to face the decision of what to do after the announcement.

To: David Bogdanoff who wrote (824)	8/15/1998 1:08:00 PM
From: Robert Mayo	Read Replies (1) \| Respond to of 1060

"Getting a deal done does not guarantee a higher stock price; this deal has been anticipated for so long that anything short of a terrific deal is already built in. I've seen a couple of stocks take hits after key FDA approvals: ISIP and NVX."__and CORR David, I know that. As I've said before, I expect there's a lot of pent-up demand to sell ISV, so I won't be surprised to see a lot of churning at just slightly higher prices. I'm pretty much resolved that, if I'm going to make any serious money on this one, it will be 1999, not 1998 as I'd hoped. Any deal should bring a cash infusion, however, and should put a floor under the stock. Also, once the initial sell-off abates, the stock should trend higher in anticipation of some real earnings in 1999. Everything is contingent on getting the deal(s) done. By hiring Paine Webber, the Board has signalled its impatience with the pace of negotiations, and its desire to get some closure on this whole issue. I think we really will see something this time__about a year later than most of us had hoped. Bob