Vasogen Message Board - Msg: 19208535

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Biotech / Medical : Vasogen

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To: Tom Gordon who wrote (2)	8/14/2003 6:59:52 AM
From: Tom Drolet	Read Replies (1) of 58

Tom: Good to see you here. Difference with DMX is good solid skilled in the field, management--a well stocked $ kitty (about $ 38 M US), no strikes against the therapy (physiological in nature that activates the Immune system to fight inflammation). Process patent protection. Downside---18-24 months of trial time(maybe sooner if they get to the 701 health effects sooner) before PAD and CHF therapies bear fruit i.e.. finish and income starts to flow to the company. I call this the muddle thru time of life. Share technical floor probably about 5 % above the last price paid by major private placement specialty venture companies ( about 6 of them) about 2 months ago ($5.60 CDN).... with upsides on news to $7.00 CDN plus a bit. i.e. accumulate on weaknesses from time to time. Most shares (approx 50 million) held by patient insiders, Quest and private venture funders... don't think there is much yet in the hands of individual investors like moi. Personally expect ebbs and flows only driven by media hype and Quarterly peeks into Phase III trials progress during this cost center time of life. The Advisory Board and Board is packed with respectable folks directly in the heart and inflammatory disease fields --and a big Pharmaceutical (Quest Diagnostics) is already the declared partner and largest shareholder. No go it alone, damn the independant torpedo's here like DMX. Patient required, more risk free $ here, IMO. Ultimately,of course, success hinges on the same old 3 things: 1- Proven success as a therapy and safety (efficacy) 2- Market size (just starting to get hints here--more later), market pricing per therapy treatment and competion (none yet--but science is science and breakthrus can happen) 3 - FDA approval and take to market strategy via Quest. Good to see you here. Good health to you and yours. Best wishes Tom D.

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