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

To: Omer Shvili who wrote (577)	3/1/1999 11:03:00 PM
From: LLCF	Read Replies (2) \| Respond to of 1386

To: Omer Shvili From: David A. Kincade Monday, Mar 1 1999 9:56PM EST -Preview- <I also agree that blaming CC for the stock price is stupid (there aren't major sellers, but there are no buyers at all). In fact, I'm quite sure that CC has shorted the stock against its preferred long ago, and so while they did pressure the stock lower in the past, they're no major influence right now.> Well, have you witnessed what "death spiral" preferreds have done to other companies? <In fact, I'm quite sure that CC has shorted the stock against its preferred long ago,> This shows you don't understand the security... theres very little chance these guys are sitting here legged short. I do agree that given normal market conditions we don't have much left to worry about... BUT under the right circumstances with enough of this type of security outstanding the results can be awesome... I'm sure you're aware that with 5 million oustanding and the right closing prices on the stock that the holder of such a security could walk away with a substantial portion of the equity in PARS and theres nothing you could do about it. Even a remote possibility of something like this happening would keep anyone managing anyone elses money away, "just in case". To say otherwise is ill-informed IMO. It's very important that this thing "go away". DAK

To: Omer Shvili who wrote (577)	3/2/1999 9:56:00 PM
From: arnie h	Read Replies (3) \| Respond to of 1386

Omer: >I also agree that the ophthalmic line doesn't excite most people. I think it's a great product line, which will be able to support a $6 stock by 2001 (with $0.25 - $0.30 EPS), even if HU211 fails on PIII, so I am excited. It's no blockbuster, but it gets the job done, and if I get a +200% return in the coming 2 years, I'll be happy.> Just wondering what the the basis is for your optimism on the outlook for the ophthalmic line. BOL sales to date have been growing at glacial speed and I've seen no projection from the company that indicates any increase in the rather tedious pace of sales growth. Would appreciate any perspectives you have on the pace of PARS revenues from this line. Thanks, Arnie