Aa
Good Wishes
Due to a bad case of ignorance, I wasn't aware of the process and so did not start tx Friday as anticipated. Hope this post is allowed -- just want to say sorry to "Sindog" for breaking our "date" to start together and hope his first shot was uneventful and he's enjoying the beautiful weather (east coast -- a truly glorious November!). All the best to all.
good post! I have a feeling that couldn't think of a nickname is reading the releases for the investors only, I might be wrong. let's wait and see if he comes in to clarify. I know he owns stock in their market. I think that the reality might be different than the promotional articles.
good one!
good one!
I would differ with the author of that statement in this respect: Yes, news releases are for investors and analysts, but these companies are very well aware of the fact that those with HCV are reading them, and that includes SEC filings. SEC filings are not really an opportunity to ask for cash, per se, they are about telling investors about their current business AND THEIR RISKS. Not disclosing those risks subjects publicly traded companies to lawsuits, and Dewey Cheatam and Howe have offices set up around the world.
Yes, PR firms do try to spin things, but some things can't be spun. For example, 4.4 logs in 2 weeks (VRTX), 2.06 logs in 2 weeks (SGP), 1.4 logs in 2 weeks (VPHM). Looking at stock reactions to these numbers contained in releases, VRTX has tripled since April, SGP is going sideways, and VPHM fell on the news. We know what VRTX is doing, SGP has said little, and VPHM is advancing it to the next stage, based on what they consider to be data good enough to do so. I don't know that I agree, and maybe the market didn't either.
I think that many with this virus do much research, and are aware of things that the average investor is not. If that is the case, as it is with me, then press releases are more useful to me than an average investor who doesn't understand the significance of a 4.4 log drop in 2 weeks. Putting out a PR is a good way of making it easier for us to learn more, and do more research.
Yes, PR firms do try to spin things, but some things can't be spun. For example, 4.4 logs in 2 weeks (VRTX), 2.06 logs in 2 weeks (SGP), 1.4 logs in 2 weeks (VPHM). Looking at stock reactions to these numbers contained in releases, VRTX has tripled since April, SGP is going sideways, and VPHM fell on the news. We know what VRTX is doing, SGP has said little, and VPHM is advancing it to the next stage, based on what they consider to be data good enough to do so. I don't know that I agree, and maybe the market didn't either.
I think that many with this virus do much research, and are aware of things that the average investor is not. If that is the case, as it is with me, then press releases are more useful to me than an average investor who doesn't understand the significance of a 4.4 log drop in 2 weeks. Putting out a PR is a good way of making it easier for us to learn more, and do more research.
If my memory serves me (and it's not doing a very good job these days :) ) wasn't this the same person who projected 7-10 years for protease inhibitors to hit the ground running while most doctors here -- not investors -- are projecting half that time?
I think with new drugs that show great promise like Vertex, it's important not to overract either way. On one hand, there are no guarantees the drug will pan out. But on the other hand, not to factor in the current trials in today's treatment decisions also doesn't make sense. We'll all know more by the 2nd quarter of 2006 when SVR data starts rolling in.
-- Jim
I think with new drugs that show great promise like Vertex, it's important not to overract either way. On one hand, there are no guarantees the drug will pan out. But on the other hand, not to factor in the current trials in today's treatment decisions also doesn't make sense. We'll all know more by the 2nd quarter of 2006 when SVR data starts rolling in.
-- Jim
I have taken offense to some of your comments to me before, and I take great offense to this one. You have no idea how much research I have done, and how many I have talked to.
I have read abstracts. I have PAID MONEY to buy research reports that I guarantee no one in here has read, written by hepatologists. I have read all PR's and even SEC filings, I have listened to conference calls, where questions are quite detailed. I have asked them to company's myself, and talked to doctors. I have followed this area for 5 years, especially VRTX and VX-950.
When you like to throw cold water on my posts, I don't come back at you, realizing that you have not had any need to research as much as I have as you are clear. You doubt me, fine, but verify things for yourself. I don't need to come in here and defend myself.
Oh, yeah, I own the stock, and it based on research I have done, not press releases. I believe in full disclosure, not realizing it would open me up to criticism.
I have read abstracts. I have PAID MONEY to buy research reports that I guarantee no one in here has read, written by hepatologists. I have read all PR's and even SEC filings, I have listened to conference calls, where questions are quite detailed. I have asked them to company's myself, and talked to doctors. I have followed this area for 5 years, especially VRTX and VX-950.
When you like to throw cold water on my posts, I don't come back at you, realizing that you have not had any need to research as much as I have as you are clear. You doubt me, fine, but verify things for yourself. I don't need to come in here and defend myself.
Oh, yeah, I own the stock, and it based on research I have done, not press releases. I believe in full disclosure, not realizing it would open me up to criticism.
I am done here.
I wish those who are suffering well, and that a cure may soon be at hand. I thank everyone for support that has been given to me as well.
I wish those who are suffering well, and that a cure may soon be at hand. I thank everyone for support that has been given to me as well.
If you choose to leave the board, it will be a huge loss for many here. Your posts are always well researched, balanced, looked forward to and appreciated by nearly all, even if there is a chronic dissenter or two with alternate agendas. Having said that, should you choose to discontinue posting, that's obviously your priviledge.
There are some here who's behavior is unexplainable. When I realized that simple truth, it made some issues much easier for me to deal with. Maybe you'll find that helpful as well - or maybe it's just not worth it.
In any event, I hope we will continue to see you around here - today and in the future. If not, I want to thank you for the effort you have put in to educating and sharing with us. It has really been helpful and a pleasure to have made your acquaintance. Thanks!
There are some here who's behavior is unexplainable. When I realized that simple truth, it made some issues much easier for me to deal with. Maybe you'll find that helpful as well - or maybe it's just not worth it.
In any event, I hope we will continue to see you around here - today and in the future. If not, I want to thank you for the effort you have put in to educating and sharing with us. It has really been helpful and a pleasure to have made your acquaintance. Thanks!
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