ENZON, Inc. - New Chairman Message Board

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Biotech / Medical : ENZON, Inc. - New Chairman

ENZN 0.0400

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Nov 7 9:30 AM EST

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To: Ann Corrigan who wrote ()	3/21/1998 11:24:00 AM
From: ocerg	of 96

Nothing more than what I posted. I did ask if they were planning to issue a news release on the matter. The response was that they did not consider it a material item and in any case they could not presume to speak for SGP. After reflecting on the data available I believe ENZN is really not privy to SGP's overall strategy in this matter. It really all depends on how superior the PEG formulation is to existing or potential competition. IMO, SGP would market PEG Intron A if the formulation was just marginally better but it gave them a big leg up in the patent game if their existing patents were to expire in a few years. I don't think they would market PEG Intron A if it was just marginally better and they could get patent extension on their existing formulation. Why slice the pie into smaller pieces? All that being said, all indications to date are that PEG Intron A is far superior to existing formulations and should give SGP an important edge in the marketplace. Time will tell. There is a good post on the Yahoo msg board (#28 ENZN). Check it out if you have not done so.

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