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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: Steve Lokness who wrote (425)1/16/1999 7:00:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 1073
 
Steve:

I've got a small amount of CRGN and am quite happy to have it. As I learn more about what they're doing and their stance relative to competitors, that may change. For now, I respect that I can't get anything, nada, out of the company and even out of a friend that works there. Nothing other than quiet confidence, that is.

I honestly believe that there is interest sufficient to generate business beyond MLNM, GENXY and INCY.

I won't say who indicated that the GRGN SNPs were of low quality. I will say that it was NOT anyone from MLNM or INCY, who only had good things to say about all of their competitors, in my experience.

Steve... please!! I do not have much expertise here. I'm trying to get discussion going, but this just isn't an area where one should look to me for insight. Let's keep hacking away at it, however.

BTW.... you really should perhaps give a bit of credit where credit is due regarding CPRO. I am very sorry to have seen the story unfold, but it was predictable for those who had worked the homework for years.

Rick