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Biotech / Medical : ACMI - Accumed Inc.

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To: Paul Bonarski who wrote ()	11/13/1999 12:56:00 PM
From: bocaone	Read Replies (1) of 1894

I found the answer on Yahoo The answer is not SAVANT - it is MEA. If you research the market for MEA and the so called competitors you'll understand that this is a world beater in a completely new market. Technically and clinically light years ahead of the rest of a very poor pack. Instead of a hysterectomy women can have an MEA 3 minute local anasthetic op which is no more unpleasant than having your teeth cleaned (but at the opposite end!). J&J are the only real competitor with a kind of hot water ballon system (boiling the inside of the womb for about 10 minutes) but their essential medicine is lousy compared to MEA. MEA involves no cost of goods to supply after the capital equipment cost has been amortised and they sell MEA treatments on a per treatment basis (a minimum of $350 per treatment)- the J&J balloons each have a steep manufacturing cost (consumable device). MEA's clinical results after many years of use in Europe are without comparison. Rumour has it in the industry that J&J wanted to acquire Microsulis but couldn't as it was a private company with owners unwilling to sell - so they bought the company which had the ballon technology (Gynecare) for $78M in November 1997 instead. The smart money is getting into ACMI because of MEA - not SAVANT. If Gynecare was worth $78m in 1997 what is MEA worth in 1999? The J&J ballon system has no market penetration of worth to talk about after 2 years of selling in the US - and the results elsewhere in the world are even worse. Gynes are simply not taking it up. MEA in Europe, on the other hand, is exploding. Also in Asia. Internationaly Gynes are waiting for MEA to arrive in their country and are foregoing balloons and the other minor competitors. The Clinical Paper to be published in the Lancet is going to put MEA on the map in a market leading way. I'm holding onto my ACMI for the long haul. This looks like just the beginning, Marty

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