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Biotech / Medical : AXCAN Pharma(AXCA)..A GUT FEELING!
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To: Biomaven who wrote (11)8/17/2000 9:10:12 AM
From: Arthur Radley   of 46
 
Peter,
Thanks for your comments.
As I stated, the "sunburn" issue with Protofrin is a red flag, but with the current trials for Barrett's esophagus if all goes well, AXCA will have IMO the first viable option to treat this problem. Also, it appears that with the recently announced deal with Diomed for their small lasers, this will give AXCA the opportunity to move this product(PROTOFRIN) into the gastroenology market and away from the oncologist as the sole user of this drug.

As for QLTI selling the drug to AXCA, either AXCA was sold a bill-of-goods or they think they have a viable product. QLTI's CEO was on CNBC recently and stated that they sold the product because of their desire to concentrate on the eye market(Guess it would be safe to assume that a CEO wouldn't go on national TV and stated that he had just snookered the CEO of another biotech). As for QLTI concentrating on the eye market...looks like they are doing a great job there.

As for Ursodial, I agree on the gallstone issue, but it appears that the earliest indications that they are now working on is in the area of colectoral polyps recurrence and the treatment for cholestrol levels.

But near term, I'm in Dan's camp on the H. pylori drug. We should get news on the Phase III within a matter of weeks and one pill as oppposed to three....anytime, if the one works.

Thanks again for your comments.
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