DUSA Pharmaceuticals, Inc. (DUSA) | Stock Discussion Forums

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical
DUSA Pharmaceuticals, Inc. (DUSA)

An SI Board Since November 2002

Posts	SubjectMarks	Bans	Symbol
6	2	0	DUSA

Emcee: Gary105	Type: Unmoderated

Introduction Market Data Compact

As of Nov, 12, 2002, selling at $1.41 with over $4 cash.

The minuses
1. Anti takeover provision
2. Schering quits joint venture, Wall Street lemmings sell
3. Product has mixed reception with physicians

The pluses
1. CEO (in todays telecon) says antitakeover provisions would not impact decent offer to shareholder (they are meant to prevent partial control by someone who would squander resources
2. Not a development stage company. It has product approved by FDA to remove actinic keratoses (which are sometimes precancerous)
3. It is addressing the 2 issues of concern to physicians - reimbursement (by helping a physician in his filings) and by seeking broad level AK approval from FDA (which would allow company to fight many lesions on face/scalp at one time (greatly improving economics)
4. It should know of its success or failure in the above areas in less than 18 months - by end of 2003 (roughly same timeframe) it should have about $2.50 cash/share
5. CEO/Chairman seemed refreshingly down to earth in conf call
6. Also seeking partner for use of technology to fight Barretts esphogus (precancerous lesions)
7. All the above technology uses a solution to selectively absorb in fast growing cells, then use of light which activates solution to kill the cells.

Sources - recent press releases and todays conf call.

Do your own DD, above hopefully accurate but not guaranteed. Comments welcome.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
6	chucking up the deuces!!!	Brasco One	-	4/26/2011
5	Accumulating. BWDIK	Gary105	-	4/13/2010
4	I've been selling into strength in the $12's and $13's over the last	Gary105	-	2/25/2004
3	sec.gov	Gary105	-	9/18/2003
2	Company has shifted gears with hiring of VP of sales (to actively sell rather th	Gary105	-	9/10/2003
1	An alternate form of photodynamic therapy for Barrett's esophagus is very cl	Gary105	-	12/26/2002

Go to reply# or date (mm/dd/yy):