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Replies to #9525 on Biotech Values
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zebra4o1

03/31/05 7:13 PM

#9527 RE: DewDiligence #9525

Dew, doing my taxes last week got me reminiscing about tagging along on your DNA short. That was my first experience with shorting and it was quite an adventure. I was seriously under water at one point, but I shorted some more at that higher level and it turned out to be quite profitable.

Wish I had been shorting some biotechs these last few months.


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rkcrules2001

04/01/05 9:11 AM

#9548 RE: DewDiligence #9525

Dew... GENR Red Flags

Regarding your comment that Evizon has "Murky Modes of action" in spades, as did Dexanabinol ---

Is the discussion starting on slide 38 below just smoke and mirrors?

http://www.genaera.com/pdf/AMD_4Mo_Slides_10.07.03.pdf

One last comment I would make about Zebra's excellent observations about warning signs -- patient outcomes measured by the Glasgow Coma Scale were an endpoint in most or all of Dexanabinol's trials. Professional neurologists may disagree, but I view the Glasgow scale as inherently subjective as compared to other metrics, such as visual acuity. Use of endpoints which lean subjective is another warning sign.