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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Russian Bear who wrote (6023)	11/24/1998 9:15:00 AM
From: David Cathcart	Respond to of 9719

RB, Thanks for the reply and you bring up a very good point. While it could be argued that if the pancreatic patient had a >70% tumor reduction in October the company would have said so, we do not know that to be the case. My assumption was based on the position that the company would make the most positive statement possible about the amount of tumor reduction at any given point in time. Assumptions are dangerous. I guess I'm getting closer to giving Lori Weiman another call. David