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Biotech / Medical : ARADIGM CORP. ARDM

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To: software salesperson who wrote (52)1/23/2000 12:03:00 PM
From: rkrw  Read Replies (1) of 255
 
<<rkrw,

interested in your view on ardm vs. inhl's competing dry powder product.

(i)which do you think has a better chance of clinical success over the next 1-3 years?>>

INHL is clearly ahead in its insulin development and barring the unforeseen it will be the first product amongst the two companies to hit the market. In three years time Aradigm should be very close to hitting the market with multiple products.

<<(ii) which approach has the greater longer term market potential?>>

I think you're looking at it too much as an either, or scenario. Its going to be more about what products they choose to develop and with whom as opposed to which approach will work better, imo. Seems to me that both approaches are feasible.
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