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Replies to #4459 on Biotech Values
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DewDiligence

11/01/04 12:32 AM

#4461 RE: oc1_2 #4459

>> Another possibility is that Dr. Levitt could have been giving an update without a clear strategic or tactical goal. As a holdover MAGN investor I have overestimated his abilities before. <<

oc_1_2: I considered that notion, but Dr. Levitt’s talk was not haphazard. To the contrary, despite the lack of an enterprising delivery style, everything in Levitt’s talk seemed to be there for a reason.

I like to think that my antennae are well-tuned for these kinds of nuances, and I’ve been right more often than wrong on these matters (e.g. with OXGN’s program in ophthalmology). I now get the feeling that we are not being told the whole story with GENR’s AMD program. Regards, Dew