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Biotech / Medical : anika research(anik)
ANIK 9.740-1.0%Nov 6 3:59 PM EST

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To: Eduardo Canto who wrote (92)1/20/1998 6:27:00 PM
From: John McCarthy  Read Replies (3) of 328
 
Eduardo -

It will really be BMY vs RPR. And RPR has no presense in the
market there - thats *why* I posted the note.

It will boil down to this -

(1) The Canadians *know* Synvisc last for 6+ months.

(2) So will OV. No product differentiation, so ....

(3) Synvisc is *in* the Universities there - they even offer
classes in it (I have the URL's somewhere).

(4) BMY (1) Go after the parts of Canada *not* covered by
SYNVISC. These areas are *pick-offs*.

(2) Go after the Universities with $$ for research.
Get the schools behind OV. And move Synvisc to
background.

(5) BMY should wind up with about 70% of the market, unless
BIOX fights back with pricing or marketing $$.

(6) Note that my link *says* Synvisc last 7-8 months. OV must
approach this.

Eduardo, need to know how many Zimmer folks in Canada. I can't
find this info anyplace.

Finally, I am *still* a loyal BIOX shareholder.

Regards,

John
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