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Biotech / Medical : Pharmos (PARS) -- Ignore unavailable to you. Want to Upgrade?


To: Omer Shvili who wrote (56)11/3/1998 7:51:00 PM
From: David Israel-Rosen  Respond to of 1386
 
Omer:

Great Post. The only disagreement that we have is the Stock Price. You tell me to wait, and I tell you that Given Reality The stock Price should be higher and the difference is Talking the Stock and issuing Three Press releases instead of one when you have three distinct thing to say.

Let's divide the responsibility, You will maintain GOOD RELATIONSHIP with Management and I WILL PUT PRESSURE so the Stock Moves UP. In an UP Market, when you put GOOD NEWS OUT and the STOCK DECLINE it must say Something about YOUR MESSAGE.

THE QUALITY OF THE MESSAGE IS WHAT I AM AFTER !!! Ruder Finn Is GOOD but if MGT does Not Let them do their Job ?

Best Regards and lech Lishon

David

PS What I learned long time ago, Future Prospects are no Substitute to Current Reality



To: Omer Shvili who wrote (56)11/3/1998 8:02:00 PM
From: tom pope  Read Replies (1) | Respond to of 1386
 
Omer, I agree totally. It is not management's responsibility to hype a stock and inflate its price. We pay management to get a product out the door and to market it effectively. If they do that, the stock price will take care of itself.

I'm constantly amazed by the number of posters on SI who seem to think that their favorite company's PR department should be ensconced in the corner office and run the company.

If PARS develops marketable products, all shareholders will do well in the fullness of time. If it doesn't, they won't, no matter what the press releases say or how well they're drafted.

No position in PARS, but watching.



To: Omer Shvili who wrote (56)11/3/1998 8:38:00 PM
From: NeuroInvestment  Read Replies (1) | Respond to of 1386
 
I had intended to stay out of an argument which is going nowhere, but I will add this comment which is basically in support of the post by Omer Shvili: The only audience that PARS should be 'playing to' at this point are the Big Pharma companies looking at HU211--because in this biotech market, it is the Big Pharma liaison which is interpreted as confirmatory of promise, and compensates for what has become a market-wide skepticism about 'breakthrough' and 'blockbuster' developments.That is what will draw Street attention, and analyst coverage (other than 'buying' it via what would be an ill-timed financing). Out of the 30 companies I follow in the neuropharm area, the credible and competent ones never issue multiple releases parsing information (no pun intended) into microcategories, nor do they recycle old news as if it is fresh. The only ones that do are those that are desperate, and the last thing PARS wants in its Big Pharma negotiations is to look like it is dealing from anything less than a position of strength and confidence. The obsessional haggling about what went where in the PR release misses the big picture, which revolves around the partnership for HU211. Personally, I am pleased that PARS management appears to be focused on the priorities. NeuroInvestment (www.neuroinv.com)



To: Omer Shvili who wrote (56)11/3/1998 10:00:00 PM
From: wolfdog2  Respond to of 1386
 
Omer, I want to congratulate you on an excellent post. I too, think that management is doing an excellent job. I would agree in one small way with David, however. I do think that management could have put a better face on their accomplishments in the press release that they did issue. But three press releases? Has v'shalom.

Anyone interested in how a company can put its best foot forward and still be conservative and professional should take a look at the quarterly releases for Xoma and Ligand.