Had to post this from Yahoo. Great Post!
You can't just believe the PR that ARDM and NKTR feed you."
OK put aside "PR" This is why you invest in ARDM.
1. I believe the fact that NOVO wants to be in front of this technology...they just presented all the papers on the success of ARDM AERxiDMS at the latest conference. They have too much to lose to push technology that isn't the BEST.
2. I believe the fact that AQRDM just unanimously voted to allow NOVO to invest more money in ARDM. No Brainer.
3. I believe that NOVO is still pumping in 93% of ARDM's revenues to get the AerX iDMS to the market.
4. I believe in IGOR Gonda (director of the company) purchasing $20,000 of stock in JUNE 2003. Two months ago. Why flush that kind of money down the drain? Another no-brainer.
5. I believe that other partnership will be announced and that will send this stock flying....once it starts, ARDM will not let it stop. Then they can do additional funding down the road (1-2 yrs.) and give up minimal stock.
6. I believe this man:Babtunde Otulana, V.P. Aradigm, - - Pulmonary physician, former FDA Medical Reviewer, pharmaceutical and device regulatory
expert, and clinical scientist with over 15 years total experience in patient care, regulatory
strategic and tactical operations, and clinical trial design and implementation.OTULANA, Page 2
- 1991 to 1997 U.S. FOOD AND DRUG ADMINISTRATION (FDA)
Medical Reviewer, Division of Pulmonary Drug Products (HFD-570)
Center for Drug Evaluation & Research, FDA, Rockville, MD
And This!!!! he is the industry representative for respiratory devices to the FDA
- Industry Representative for the Anesthesiology and Respiratory Therapy Devices Panel,
Medical Devices Advisory Committee in FDA’s Center for Devices and Radiological Health
(CDRH) – 2001 to date
7. I believe in this:their report: "Two AERx iDMS features are perceived as ADVANTAGES OVER OTHER INHALED INSULIN DELIVERY SYSTEMS: dosing in single unit increments - from 36% (UK, both GPs and SPs) to 62% (USA GPs) - and compliance monitoring, which involves electronic storage of three months of data - from 18% (Spain SPs) to 46% (UK GPs)." Thus the obvious implied comparison to NKTR (and others). www.easd.org/18IDF/abstracts/2179-2239.pdf Page 27 - LOOK AT THE CHART AT THE BOTTOM AS WELL.
8. I believe in this: www.freedoniagroup.com/pdf/1664web.pdf "An increasing incidence of chronic respiratory conditions,coupled with the need for safer and more effective therapies, will boost growth opportunities for inhalation drug delivery systems. Technical improvements will also play a part by opening up new applications in the administration of asthma medication and insulin. Dry powder and metered dose inhalers will see the strongest gains in this area based on safety, dosing convenience and compliance advantages. (even dosing, dose “dumping”) lead to new uses in the delivery of pain control, dermatological and hormonal medications." In other words, it is WAY bigger than insulin
9. Vendor:Freedonia Group, Inc. Author:The Freedonia Group Inc Pages:307 - "US demand for drug delivery systems will grow nine percent annually through 2007. Controlled-release pills will remain dominant while implants, patches, syringes and inhalers lead gains. Respiratory, central nervous system and cardiovascular agents will remain the top uses, while the delivery of hormones, anticancer agents and vaccines grows faster. This study analyzes the $54 billion US drug delivery system industry. "
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