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Biotech / Medical : ARADIGM CORP. ARDM

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To: rkrw who wrote (107)	2/24/2001 12:54:45 AM
From: tuck	Read Replies (2) of 255

rkrw, At the BIO CEO conference, Mr. Thompson cryptically mentioned four unannounced programs. Unless my ears deceived me. He mentioned small molecules once, and had nothing to say about Genentech (which is no surprise). Spent the whole time talking about insulin. Here he alluded to the fact that Novo Nordisk has manufacturing facilities in place. Since all Aradigm needs is a more concentrated form of the injectable insulin Novo Nordisk makes, this gives them an edge over INHL in that respect. In fact, despite being behind in clinical development, he said this edge meant ARDM would not concede being first to market to INHL. He also said Novo Nordisk's sales force is already good at selling drug/device combinations. It wouldn't surprise me if you knew about all this, but here's the link anyway, for you and whoever else is paying attention: informedinvestors.com Cheers, Tuck

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