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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: tuck who wrote (547)	12/13/2001 1:29:37 PM
From: Biomaven	Read Replies (1) of 1005

tuck, That does look encouraging. I'd like to see the underlying abstracts though - just what does "most patients" mean? The duration results are significant. My prediction is still that doctors are going to remain pretty cautious until they see some longer term (at least 2-3 year) results, looking not just for control of reflux but also for side-effects like dysphagia. Long term the overall market is growing rapidly. The growth of their procedure is going to be based on the number of patients that are happy to just pop a Prilosec every day versus the number that want to go for surgery. Certainly this procedure seems to compare favorably with the standard surgery for this condition (Nissen fundoplication), which is pretty major surgery even though it is now done laparoscopically. The surgery is known to be generally durable in the long-term though, while the Stretta procedure is still an unknown. Let's see if we get any year-end tax selling. Peter

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