SangStat Med. (SANG) - 10 of 10 analysts say Strong Buy Message Board

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Biotech / Medical : SangStat Med. (SANG) - 10 of 10 analysts say Strong Buy

SANG 5.030

+0.7%

Dec 24 12:59 PM EST

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To: Carson O. Ray, Jr. who wrote ()	1/8/1998 11:06:00 PM
From: B. W. Lewis	Read Replies (1) of 184

To All or Anyone: What am I missing with SANG-- The cyclosporine market is approximately $1.2 billion. If SANG were to capture a 25% market share @ a 50% discount to exhisting prices,they have a $150,000,000 product. Will someone please help me understand and quanify the downside of this investment. Is there a liklehood that the FDA won't approve the application and if so what is the probability? What are the barriers to entry by other generic competition and since there is not a complete firewall (just ask Novartis) how long could it reasonably be expected that they could maintain a position of sole generic supplier? What is the domestic marketing plan other than through their own pharmacy? Thanks in advance for any and all input BWL.

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