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Biotech / Medical : LIPO-Liposome

LIPO 0.309

0.0%

Dec 12 1:58 PM EST

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To: KM who wrote (778)	8/28/1999 2:56:00 AM
From: Puck	Read Replies (2) of 900

Excellent post from RagingBull thread. There have also been several other very positive, informative posts on the Yahoo thread the last couple days. By: researchdoc Reply To: None Saturday, 28 Aug 1999 at 1:23 AM EDT Post # of 196 Recent weakness has created another opportunity to buy cheap. The data in all phase III Evacet trials are overwhelmingly positive demonstrating significantly diminished cardiotoxicity with equal efficacy. Anytime a small biotech company is close to going before the FDA advisory panel, the shorts jump all over it and try to shake out the weak shareholders. This is what we have witnessed this past week. On the positive side, it does create an excellent opportunity to buy shares at a cheaper price. I have studied the data, discussed it in detail with several fellow physicians who have personally attended the ASCO presentation, and I can see no reason for EVACET not to gain FDA ODAC approval. In fact, oncologists at large research institutions that I have talked to believe EVACET will eventually replace standard doxirubicin in treatment of both metastatic breast cancer as well as adjuvant. Many also feel that EVACET will be totally responsible for saving Genentech's Herceptin as it's use is severly limited due to its own cardiotoxicity profile. For that reason, Genentech along with Bristol Myers and Rhone Polenc have already initiated clinical trials in combination with EVACET with their proprietary drugs to hopefully demonstrate decreased cardiotoxicity in combination therapy which has it limitations at this point in time. EVACET is an exciting drug that has the potential to change the way chemotherapy is given. I am enthusiastic that it will be a big success for the LIPOSOME company and help 1000's of women with a life threatening disease. It is meaningless what the stock does between now and Sept. 16th. The end result will still be the same. Short term volatility will be the name of the game until the panel meeting as the shorts try and shake the longs and the longs squeezing the shorts. When trading resumes on Friday Sept. 17th, it will be a whole new story. I fully expect a positive vote from the FDA. The stock will gap up to the 30+ level and continue to rise from there. Within a short time thereafter, I reasonably presume that LIPO will be acquired by a larger pharmaceutical company with the price of 50+. I believe that if LIPO were to remain independent we would see a stock price of 100+ within a couple of years as EVACET sales will surpass 200 million and contribute to around $3 per share in earnings. This however will be unlikely as LIPO will be acquired before then. (Voluntary Disclosure: Position- Long; ST Rating- Strong Buy; LT Rating- Strong Buy)

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