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Biotech / Medical : Gliatech (GLIA) -- Ignore unavailable to you. Want to Upgrade?

To: Mike who wrote (672)	3/10/1999 12:34:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2001

>> Going forward it appears that the only thing that will move the stock is the sales on Adcon L. << I certainly hope that that's not correct. If there is justice in the world of biotech, it certainly is not correct. However, since second- and third-tiers have defied justice of late, you may be correct. >> What substantial news may move this stock prior to earnings? << The company could license 2331 at any time they damn well please. The longer they wait, the greater the risk that they will encounter toxicity or a problem with efficacy. On the other hand, the longer they wait, the larger the potential reward. This program is so flexible and powerful that any good news could clearly frame the leverage in the business plan, moving forward..... a license for 2331 restricted to a given geography? A 2331 license restricted to a given indication or to given indications? A 2331 license involving co-marketing rights? A license for the agonist program, independent of the antagonists? A -P license for Japan? -L reimbursement news from France? -L approval for Chugai? The selection of one (or more) clinical trial candidate(s) by Janssen? A -P license for other geographies? I can think of more. Good news could strike suddenly from several directions. Bad news could strike suddenly from several directions. Such is the life in novel therapeutics. If Oesterling et al. keep this business plan on track, we're looking at HUGE upside.