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

To: dalroi who wrote (718)	4/17/1999 1:47:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2001

Stefaan: Thanks, very much, for the valuable info and perspective. Much needed. I come from quite a different perspective. If one reads through the thread (not you, as I'm certain that you have), they'll see that the Adcons, for me, are a bit of goop where sales can hopefully support development of the H3 and inflammation programs. I therefore don't "hang" on each earnings report for -L as a justification for owning the stock. My 12 month target is aggressive; I'm certain that Oesterling et al. don't love people who set such targets, but I am increasingly encouraged by the potential for innovative and lucrative licensing deals for GT 2331 and the H3 programs in general. As a result of this perspective, I'm the last person to ask about a leveraged buyout. The old biotech business model..... generate revenues that allow one to develop a breakthrough product..... is not dead, IMO. It has just been severely mauled. Your second question..... other biotechs..... there are a number of scientist-investors and motivated/informed non-scientists that freely exchange analysis here at SI. Some threads to follow..... exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com Cheers! Rick