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Revision History For: Don't Floss, You Lose - (ATRX) To the RESCUE.

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Issue:
More than 400 species of bacteria live in the human mouth, where some can infect the gums and underlying bone that support the teeth. Now medical research is telling us that this damage isn't just limited to the mouth area, but periodontal disease may precipitate or aggravate health problems elsewhere in the body. "People think of gum disease in terms of their teeth, but they don't think about the fact that gum disease is a serious infection that can release infection that can release bacteria into the bloodstream," said Dr. Robet Genco, editor of the Journal of Periodontology. Recent research reveals that periodontal disease can be linked to heart disease, strokes, diabetes, pneumonia, and premature births.

Treatment: ATRIX Laboratories(ATRX) has FDA approval for their Atridox product for adult periodontitis. Atrix's products have the potential to change the way dentists treat this chronic condition, which currently afflicts an estimated 50 million Americans(they are working on European approval so just think of the potential users)Just the U.S. market totals about $6.5 billion. In addition to the Atridox product they have two other products that address this market and a fourth product should be approved soon.

ATRX is in excellent financial condition with about $65 million in cash, and they should turn profitable in 1998 or shortly there after. They have an alliance with Block Drug to market their products. Block is the major marketer to the dental industry and they will pay ATRX approximately 33% of the sales dollar via manufacturing transfer price and royalty.

Shortly they will start clinical studies with the ATRIGEL implant for prostate cancer.

I might also mention that they have an alliance with HESKA to utilize their technology to treat animal periodontal disease.

I would welcome the opportunity to discuss the merits of ATRX. IMO it has a bright future in a market place with such a number of potential customers and the growing concern that scientist are finding about the complications of peridontal disease.