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


To: Don Walster who wrote (215)11/17/1998 2:47:00 PM
From: yosi s  Respond to of 1386
 
Pharmos next move will be
copartner for BOL.

Continued accelerated growth of Alrex and Lotemax.
And expect turning + cash flow 1999.



To: Don Walster who wrote (215)11/17/1998 3:01:00 PM
From: Ariella  Read Replies (1) | Respond to of 1386
 
Hi Don,

Haven't cooled off on Pharmos, just on posting. The nuts are abroad on Yahoo and already spend an extraordinary amount of time doing due diligence and sharing what I find. Need a break.

Drove 5 hours yesterday to & from Pharmos headquarters and spent more than 2 hours with CFO. That, plus preparation time -- well, you see what I mean? I'm fine-tuning my outlook for coming two years -- no huge changes. Am also very busy with rest of the portfolio (to hold a stock like PARS patiently one must have other "fish to fry.")

Most positive thing I heard -- PARS' discussions with potential partners for HU-211 taking place with top tier pharmaceuticals. It looks increasingly probable that whoever signs on for HU-211/brain trauma Phase III will also want to sign on at the same time for HU-211/stroke trials. That means by mid-year 1999, we may have a second blockbuster application move forward into priority.

Keep your eye on ESCMF (finally looks to break out), current volume/price movement very positive for GICOF, and FLSHF had some good announcements this week.

Be well,
Ariella