QLT PhotoTherapeutics (QLTI) Message Board

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Biotech / Medical : QLT PhotoTherapeutics (QLTI)

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To: JackH who wrote (95)	4/4/1997 10:49:00 AM
From: Bill Tomko	of 1321

Sorry for the delay in responding to your request. FOR THE RECORD I AM EFFECTIVELY SHORT THE STOCK (I think it is fairly valued to over valued) I do not have any serious doubt that the companys products do work. I believe that the market for them as I currently undestand it, deal with a relativly limit patient population. There largest indication is basicaly to de-bulk tumors and ease the patients ability to swallow and breath. I htink this is a relativly limited application. Also the revenue from this use is split with any marketing partner. The use in Lung cancer is likewise limited. One of the reasons Lung Cancer (LC) is so fatal is it real does not show a lot of signs untli it is fairly advanced. When I ran the numbers on NSCLC and that discovered at a very early stage, non envasive, I projected a population of between 10,000 to 15,000. Mulit. htese # by the cost to treat less any split with a marketing partner, I can't justify the current price. My negativness on QLTIF is based soley on valuation. At a 10. to 15 price it may be attractive.

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