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: B. W. Lewis who wrote (55)	1/9/1998 2:19:00 AM
From: James Silverman	Read Replies (1) of 184

BW- The risks here is that Novartis isn't likely to fall over and give the market to SANG. Legal suits, smeer campaigns and otherwise are to be expected. For similar situation, reference BRL and generic coumadin, in which the innovator, Dupont-Merck has been mounting a huge PR campaign designed to scare patients and doctors from using generic coumadin. The campaign has clearly slowed BRL penetration. The barriers to entry are simply that this drug will not be easy to copy. Only a handful of generic firms even likely have to capability to do so. I wouldn't look for a third entrant for some time. As far as I can tell there is little reason not to expect this to get approved. I expect the stock to do well which is why I own it, but I also expect likewise volatility along the way. Jim

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