To: Mr Zone who wrote (92) | 6/29/1999 11:56:00 PM | From: Biopyro | | |
Since Daniel seems to be a SAFS expert, can you please explain me if PSA levels are a good predictor of treatment outcome for prostate cancer? What kind of conclusions can we draw from the recently reported Phase I/II study with GC-590? Is the FDA likely to recognize this surrogate marker as an clinical endpoint in later stage efficacy trials? |
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To: Mr Zone who wrote (94) | 6/30/1999 1:33:00 PM | From: Biopyro | | |
Sorry for the misunderstanding. Yes, I would like Daniel to answer these questions. He seems to be a very smart SAFS investor (at least in his own opinion).
I have yet to find any SAFS long who can make a sensible argument why this stock should have a $350 million market cap.
I wish I could find more SAFS shares to sell short! |
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To: Daniel Levin who wrote (97) | 9/2/1999 5:32:00 PM | From: Bob Trocchi | | |
Daniel...
I have just started to read the back posts for SAFS. I currently have no position.
In "The Street.Com," a few days ago, Herb Greenberg wrote up a story of SAFS, a very small portion of it is reproduced below. The Street.Com is subscription service so I choose not to reproduce the whole article. If you have a subscription you can find it. If not you can get a free 30 day trial.
>>Shuster tested SafeScience products from the store against such common name-brand household cleaners as Joy, Windex and Mr. Clean. Shuster did a complete compositional analysis and found that the SafeScience cleaners were 92.5% to 99.9% water (hey, that's purer than Ivory Soap). That means the SafeScience products have much higher concentrations of water than competing products.
That wouldn't be a problem if they could clean dishes and windows. But they didn't do that very well. "Based on the results of the compositional analysis of these cleaning products, it is clear why their performance efficacy was so poor," the report reads. <<
In general, the article is not very positive on SAFS. Can you give me your reactions to this article or simply the portion I reproduced and some good reasons for going long.
I am leaning to short this stock but I value input on both sides.
Thanks
Bob T. |
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To: Bob Trocchi who wrote (100) | 9/3/1999 9:33:00 AM | From: Daniel Levin | | |
Nothing in this article is new, something does seem strange with all these artcile coming out of nowhere about a company that hardly has a following. I have read both articles and I have used SAFS products myself and am quite happy with them. As far as the articles go they all seem to have an agenda and none of them give you any negative facts. If you want to short this stock go ahead but reread the last paragraph of the street.com article where it says that a positive news report could sky rocket this stock back to its high, I myself am always looking to add to my position at a good price so these short term drifts down do not affect me. In my opinion I am quite content on sitting on this stock for 5-10 years if I need to. |
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To: Daniel Levin who wrote (101) | 9/8/1999 1:47:00 AM | From: JMarcus | | |
In case you hadn't noticed (small chance of that), the plunge in the stock price bottomed and rebounded on the press release that, contrary to rumor, insiders have not been dumping stock. There sure seemed to be a concerted effort to drive the stock price down, but it looks like that effort has now run its course. I got in at 14-5/8 today and intend to hold this position for a good long term. There are so many ways for this company to win--it is really quite amazing.
Marc |
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