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Biotech / Medical : A Biotech Bonanza!

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To: Alys Hall who wrote (25)	10/28/1997 11:28:00 AM
From: Giuseppe Scalamogna	Read Replies (1) of 64

In response to the generic drug market and Supergen... The vibe I am getting here from SUPG is that they do not intend to focus so much on generic formulations of current anticancer products. The initial focus of this generic strategy I think was more of a marketing/ notierity issue which has been more better served by Nipent. In speaking with the company I found that they still outsource manufacturing for the products which tells me they don't plan on making generic formulations a main focus. Part of this is a cash-burn issue. They would need to expend alot of capital to tap into their proprietary fermentation process which supposedly is the most cost-effective system on the market. More focus I think is being placed on the EXTRA technology and movement of proprietary new anti-cancers to market such as RFS-200 a possible competitor for Taxol. The Supergeneric or EXTRA formulations put an interesting twist into the generic framework. The product is much more attractive for use and can consequently chalk up much bigger sales. Notice the focus isn't to find the mother of all cancer drugs to replace everything. That is a much riskier strategy. Supergen is leveraging and hedgins itself in here very well. More to come... GS

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