SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biomatrix (BXM) Looking Great

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ForYourEyesOnly who wrote (225)11/22/1997 10:56:00 AM
From: John McCarthy   of 569
 
THC

(1) Well aware of Eduardo's thoughts. And I agree with them.

(2) ANIK helps my P&L.

BMY brings additional marketing $$$ and raises awareness
of the new solution to osteoarthritis.

Total AHP estimated penetration rate of only 1.9% for
1998. Plenty of room for ANIK.

(3) If there aren't any NEWS shows (the typical News show
that YOU watch) by February showing a 30 second spot
about this new WONDER DRUG then I am concerned about
SYNVISC and I THEN KNOW that AHP isn't a player.

Whats a player?

PFE:VIAGRA:COVER OF MAGAZINES ALREADY

SP:ALLEGIES:ATE HMR LUNCH

BMY:TOLD JAPAN GOVERNMENT TO HIT THE ROAD WITH RESPECT
TO TAXOL

Some up here have a strong good feeling about AHP.
I don't.

Why is good press important? Builds upward momentum.
And reduces 2.2% problem to a footnote where it belongs.

No press gives BMY an opportunity to exploit it.
And they will.

(4) I don't own ANIK. As you know I own tons of NPRO and am
getting killed. I think 9/10 a share is cheap.

I DO NOT think FDA approval is in the bag.

Especially if BMY files an injunction against NPRO/FDA
if FDA approves PAXENE.

People are people.

Regards,

John



Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext