DRUG: Dragon Pharmaceutical Message Board

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Biotech / Medical : DRUG: Dragon Pharmaceutical

DRUG 54.48

0.0%

Oct 31 9:30 AM EST

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To: FRANK J CATALANO who wrote (4)	2/4/2003 1:24:14 PM
From: Crossy	Read Replies (2) of 28

OK, as I said I studied their current 10K and what I saw there really raised my interest: 1) Big Pharma background CEO 2) Not a development stage "research" oriented biotech shop but a marketer and maker of global-big-drugs in markets where no patents apply. This makes Dragon way less risky than the typical research-based biotech company without running revenes to draw from --> recurring revenues 3) Advanced Genetic engineering manufacturing techniques yield lowcost position (see PRs and 10K describing their gene sequencing production models of 3) EPO, Trombopojetin and Lymphozyte Growth factor --> low cost position 4) Once the respective patents in developed countries run out, DRUG could enter the respective market as a generics supplier. They specifically mention this with regard to EPO in 2004-2005 -> added "generics" opportunities in major markets over time can only ask everyone to do the necessary DD, especially read the important filings (10K, 8K) best regards to all CROSSY

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