Replies to post #868 on Biotech Values

[BullNBear52]

10nisman, In a typical dog and pony show you discuss both the product and the economic impact to the investor. Levitt obviously doesn't have the skills to discuss the money side of the business. They need to break up the presentation and get the CFO involved imo.

I have seen this happen before. ASTM a small biotech I follow had terrible CFO. They dumped him for a guy more well versed in selling the company.

[DewDiligence]

>> Levitt should remove some of the not so important scientific information and discuss why someone should invest in GENR (i.e., GENR's clinical results in a multiple billion dollar market are better than its leading competitors and the current market leader.) IMO, you just need to simplify the complex and state the obvious. Make sure the audience walks out of the presentation saying this is a company I should be invested in. <<

If you want to hear an example of how it should be done, listen to MLNM’s webcast from the JPM conference. MLNM’s CEO is a science guy, but his talk is simplified to just the right degree. The most frequently uttered word in MLNM’s presentation is dollars.