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Biotech / Medical : GelTex Pharmaceuticals (GELX)
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To: NY0001 who wrote (42)10/28/1997 4:29:00 PM
From: James Silverman  Read Replies (1) of 127
 
Neuro-I seriously doubt GELX would put much consideration into the neutraceutical market unless they felt their technology platform would easily allow for it. I don't see the neutrac. markets as a wise way to spend their capital given the rich margins prescription drugs allow for unless the cost of entering such were minimal.
Personally, I am not much interested in Raisio or Forbes nor the neutrac. market in general (mild interest in MATK).
The questions posed are very straightforward and I am sure one could simply ask, as they should be highly interested in discussing the relative merits of their technology platform and how it fits into the lipid altering market as a whole. So in short the questions were listed to help you answer your own questions and issues previously posed. I've made it quite clear I see neutraceuticals as little threat to drug developers and have only mild interest in the companies you have listed. Nothing at all personal.

Regards,
Jim
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