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Biotech / Medical : Magainin Pharm (MAGN)

MAGN 8.890

+2.2%

Nov 7 9:30 AM EST

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To: Shlepper who wrote (116)	3/9/1998 2:59:00 AM
From: Dave K	Read Replies (1) of 233

Schep. Started taking a serious look at your favorite company. Was intrigued by the earlier comments regarding competition in the diabetic foot ulcers market. Did a quick check on the market size. Found a few quotes on this horrible affliction... "More than two million people with diabetes will develop foot ulcers during their lifetime". "The United States market for chronic diabetic foot ulcers is estimated at more than $1 billion, Smith & Nephew said. Worldwide, it's estimated at $2.5 billion". Market seems large enough for several players ?. End cost, promotion, distribution and efficacy would favor market share. Therefore how how does REGRANEX, or dermagraft compare to cost of Cytolex (assuming Smithkline will market) ?. Was impressed by the huge increase in institutional ownership. Many notable names like Fidelity Mgmt & Res who increased their stake by 79.9%!. What are they focusing on... peptides, aminosterols, asthma gene or all of the above?. I'm a little confused by your reference to the report on wound healing...are you referring to the secondary endpoint in the trials, where Cytolex and ofloxacin were compared or other wound data ?. Regards Dave

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