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Biotech / Medical : Aronex Pharma (ARNX)
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To: Tara Cobble who wrote (28)5/28/1997 8:31:00 AM
From: Eduardo Canto   of 320
 
Tara, the potential for their Nyotran is considerable. They would be competing with LIPO who introduced their liposome version of amphoterecin a few months ago and is already selling $15M worth of it a quarter at a gross margin of 76%. The potential for Atragen is not very impressive only 2,000 new cases of promyelocitic leukemia a year. The potential for Annamycin and Zintevir are good (Breast Cancer and HIV respectively) but they are not in phase III yet.

For the last few months interest in HIV drugs has decreased some because reports of possible vaccines bein worked on. I think interest will be building again as new reports are comming in about efficacy and undetectable viral levels. Arnx should be announcing their phase II Zintevir trial just in time to ride the wave.

There are 2 buy recomendations out there form Southcoast capital and Donaldson, Lufkin and Jenrette with targets of 17-20 and 30 respectable. I would not be surprised if they were to restate their buy recommendations right before some announcements come out.

eduardo
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