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Strategies & Market Trends : Pancho Villa's Short Analysis File -- Ignore unavailable to you. Want to Upgrade?

To: Pancho Villa who wrote (38)	10/4/1998 11:26:00 PM
From: TRIIBoy	Respond to of 287

I didn't see this story, thanks. I also have no idea if M. murphy thinks this is a short too. But, look at the FDA review panel review which happened after that article... Also, note that IMNX has its decision come out the same time Centocor's data is scheduled to come out on its drug, could it be that the FDA delays its decision until it sees CNTO's data? I think Mr. Sacone is right on the money. But there are more issues than how big and profitable Enbrel will be. What about financing, or current estimates, or competition, or restrictive labelling, or the possibility of a delay in a FDA decision? There are a lot of negatives for such a high valuation stock.

To: Pancho Villa who wrote (38)	10/6/1998 2:33:00 AM
From: tcarnes	Read Replies (1) \| Respond to of 287

dear pancho in response to mfnx the major problem is 2 fold. the co.has major cash flow problems. the co. thinks that it can solve this problem by selling stock 32.3 mil worth ( see sec filing under investing activities). in addition to this problem the co. has a very good stock option plan for its employees. in addition to that i can't find one line of credit by any bank in the sec. that is very interesting. at first glance i felt that the co. had potential for growth. the co. is shaping up like a short the more i look. will cont. to look. happy hunting tj.