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davidal66

07/26/07 3:47 PM

#7695 RE: bladerunner1717 #7694

blade, Neuro warned, repeatedly, about many CNS stocks he covered(including Pars and Neot on many occasions--I know as I got those issues in print). He would give the upside and negative scenario, but he was never bullish on NEOT or PARS as he was on Cephalon in the single digits and Cortex. I think you are very frustrated with Cortex as an investment. I share that emotion, believe me, but I've always viewed Neuro as an extremely honest broker whose expertise is in the science... not the day-to-day price machinations.

Your point(s) about Stoll and folks holding peoples' feet to the fire are another issue completely. I will not rehash my long list of issues with Dr. Stoll, but I would not focus blame in this one-two month window of Pre-IND activity for ADHD. He wants to keep a low profile, not do road shows, not do conference call until the IND is filed. Fine. Does this silence raise blood pressures? Yes, but I do understand it.
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neuroinv

07/26/07 3:53 PM

#7696 RE: bladerunner1717 #7694

Keep in mind that being transparent can be a double edged sword when it comes to the FDA--they don't like their dealings with companies to be transparent. So you have to decide which constituency you want companies to play to. Since the FDA holds the power, I tend to go in that direction.

I do hold companies accountable--and I do it in the context and style that I choose. 4% of NI Research's revenue comes from individual investor subscriptions. 96% comes from institutions, mainly pharma companies looking for licensing/partnering possibilities, some from VCs and funds. I don't market NeuroInvestment to individuals (if it was not for a few loyal longterm readers, I wouldnt even have an individual subscription option) and there is zero fiscal upside to my posting information about Cortex on this thread. So I certainly am not going to alter how I do my job in order to appease those who don't take the time to ask their own questions when the opportunity arises. My participation here continues only due to the fact that the interchange is often--albeit not always--intellectually stimulating and enjoyable. I like having alternate perspectives presented. Answering the same questions over and over again--that I could do without. Tolerating personalized potshots--I am moving towards a zero tolerance stance.

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