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Biotech / Medical : Pharmacyclics (PCYC) -- Ignore unavailable to you. Want to Upgrade?


To: Biomaven who wrote (373)9/26/1998 6:16:00 PM
From: Harold Engstrom  Respond to of 717
 
Thanks for your response Peter. Your advise was right on about Sepracor, and I am sorry I sold too soon. May call Pharmacyclics some time next week.

Harold



To: Biomaven who wrote (373)10/4/1998 2:45:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 717
 
Peter:

Gd-Tex could be huge. Miller is telling you that it localizes to tumors, and that there is very little damage to collateral tissues.

Miller has told us about Gadolite in the past. He has told us of having been a founder of two successful biotechs, IDPH and CPRO. He left IDPH in ruins and CPRO now is a ruin.

This CEO needs to be judged harshly. Shareholders need his free license to grill him in any public forum. He needs to take data and evidence to his shareholders. Anything less would be embarrassing.

Early on, biotech CEOs could make arrogant predictions and the market blindly followed. Some management teams stuck around to get the job done. Others bailed, with the money, early.

I repeat a point that I made earlier in this thread..... the annual reports are too fancy. Think of it this way.... what's in the brain of the person who brought you the staged "Celanese" photo on page 17? This is a sales job, pure and simple. I recommend that you keep this in mind..... this company is brought to you by a salesman. That doesn't mean that he hasn't got a good product.

I challenge Miller to get the job done this time.

Rick