To: scaram(o)uche who started this subject | 2/15/2001 10:19:44 PM | From: scaram(o)uche | | | Message 14467730
To:Richard Harmon who wrote (66) From: scott_jiminez Wednesday, Sep 27, 2000 4:44 PM View Replies (2) | Respond to of 176
OK Richard. Since you're so desperate for this, I'll satisfy your your incessant and insatiable desire...if it will result in you and your cronies getting off my back.
This is my biography: Name - Ronald P. Hellendall Address - 407 Thornwood Dr. , Chapel Hill, NC Age - 44 Education - Ph.D. Mt. Sinai School of Medicine, 1991; Neuroscience
I originally joined SI in ~1996 and proceeded to break a number of the fundamental rules of this site. I used multiple aliases which spoke back and forth to each other creating the illusion of agreement on whatever opinions I deemed worthwhile. I also alluded to a rumor of a press release of some sort of arrangement between Fountain Pharmaceuticals and Merck which was a complete fabrication. I was appropriately kicked off of SI soon thereafter. Subsequent to a metaphorical ~18 month prison term (i.e. no SI), I reapplied to SI - obviously using my real name in the application - and adapted the totally fictitious name of Scott Jiminez to protect my privacy.
If the members of the SI community feel I should be banned for life, please advise the proper authorities immediately. I have attempted to be as forthright and as helpful in my participation on SI as I can be; my previous self-inflicted embarrassments have forced me to be exceptionally aware of the delineation between fact and opinion and I make a concerted effort to distinguish these in all of my posts. Again, if those in the SI community feel I have failed this necessary requisite, please email Jill.
I will not respond to the Rick's incendiary post, just as I refused to extend Miljenko's mudslinging (even though both posts contained enormous distortions and considerable hyperbole) because one round of this junk in this public forum is enough. If Rick and Miljenko would care to continue to invoke their puritanical rage, fine. I've had my mea culpa and I will not respond.
Scott |
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To: scaram(o)uche who wrote (30) | 2/15/2001 10:40:59 PM | From: scaram(o)uche | | | Message 13196846
To:scott_jiminez who wrote (1099) From: scott_jiminez Tuesday, Mar 14, 2000 1:11 AM View Replies (1) | Respond to of 1301
FWIW, Scott's picks.
I began listing my non-Ariad holdings here a while back and I'll update that now. I continue to believe that the biotech rally is far from over.I also believe:
1. The small-cap, medical device sector is about to experience the same sort of explosive rally as the biotechs did over the last six months. My new choice here is Univec, a manufacturer of single use syringes.
2. The B2B rally is also far from over [given a boost after the market closed on Monday by I2 Technologies' (ITWO) announcement of a proposed takeover of Aspect Development (ASDV)].
3. The rally in the semi-equip. sector is also far from over and Kulicke and Soffa not only remains significantly undervalued, but its earnings for the upcoming quarter are likely to blow the estimates away (see my post on the K & S thread last evening).
My current picks:
Biotechnology: Ariad Pharmaceuticals (ARIA) Cambridge Neuroscience (CNSI)
Medical devices: Hypertension Diagnostics (HDII) Compumed (CMPD) Univec (UNVC)
Business-to-business software/internet: Medix Resources (MDIX)
Semiconductor/equipment: Kulicke and Soffa Industries (KLIC) |
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To: scaram(o)uche who wrote (31) | 2/16/2001 9:56:24 AM | From: rkrw | | | You should post that message to the vd thread next time Ron pipes in about how well his 2001 picks are doing. I guess Ron believes in do-overs :-) |
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To: scaram(o)uche who started this subject | 3/14/2001 1:12:01 PM | From: scaram(o)uche | | | Ron/Scott/Courtney/r. Peter/Wesley et al. is mucking in the VDXX thread, showing us -- once again -- that he can pick stocks and portfolios that go down instead of up.
It's therefore time to highlight the one year performance of "Ron - 3/14/00"............
siliconinvestor.com
I hadn't noticed that the picks were posted in the wee hours, and that the portfolio should therefore have been based on 3/13/00 closing prices. And that also means that I'm a few hours late, reporting one year performance.
Nonetheless, this should be close enough. If you had invested equal dollar amounts in the stocks listed here on 3/14/00, you'd be right up there with the dotcommers.............
Message 13196846
I continue to believe that the biotech rally is far from over.
A buy and hold strategy would have lost you two of every three bucks invested. The portfolio is currently down 64%.
Among the highlights........
ARIA, off 80.4% CMPD, off 80.7% MXR, off 89.4% UNVC, off 84.9%
Of course, we know that at least two of these were also picks from the famous Mark Fisner!
Congratulations, Ron Hellendall! |
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To: Mark Adams who wrote (36) | 4/25/2001 3:35:27 PM | From: scaram(o)uche | | | Mark:
Thanks for bringing them forward in that fashion. In any event, coin is in pocket, slacks are at cleaners.
Garcia hasn't been at IBPI for quite some time, so I wouldn't worry about it. I met Ken Kelly a long time ago, when he was principal at a VC firm. Clever guy....... tried to get me to work for free, and it almost worked.
I haven't looked at them in years, since well before they went public. I used to call them "XOMA junior".
Seems like mucositis is a very good choice of target (you may want to peek at the INCR thread or at today's INCR news, but that's "if and wish" stuff)??
Price:book and price:cash are very low, and another friend was also just asking about them.
Nope, I don't know them. You are now our resident expert on the company.
Rick |
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To: nigel bates who wrote (38) | 4/26/2001 1:28:35 PM | From: scaram(o)uche | | | Tough enough business, even when patients get what they're supposed to get.
Yeah, there was a clever turn in the middle of one sentence there, huh?
"Importantly, IntraBiotics said that Protegrin IB-367 Rinse did meet the secondary endpoint of reducing patients' peak pain by 19% for the intent-to-treat group (p<0.05) and by 21% in the smaller, properly treated group (p=0.13)."
"Intrabiotics said"???? This isn't a Reuter's rehash, Kelly. This is YOUR press release. |
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