John
Your points are well taken this time. My comments are:
1. In the early 90's there was contamination in their emulsions. I don't remember if it was public news but I had information from Otisville, NY (you know what I mean). Keep in mind that perflubron is the same drug substance that is the active ingredient in both OXYGENT and LIQUIVENT. Thus, it makes no difference for which product we are talking about ( that time OXYGENT was hot).
2. I disagree that Boeringer pulled out for the reasons you mentioned and I have my own reasons. Also, Hoeghst "acompany committed to respiratory products" according to Duane Roth, would not leave if LIQUIVENT was so promising. By the way, I agree that SYBD are inferior to ALLP.
3. I have no reason to slam this company and I have no short position. Besides, I do not believe, I am that influencial. For what is worth, nobody has hyped and believed in this company as much as I did in the past. However, it is very dissapointing to see no real progress the last five years. Only major setbacks. I still believe that if they can prove that their products are efficacious, they will have no problem with the FDA since there no questions about side effects, toxicity etc. Few years ago FDA had investigated all these due to the application for IMAGENT and everything was OK and since all products are based on the same perflubron it should be no problem for the others. My source keeps saying that the company will do fine (he did not sell at 44 but of course he has paid only 3, before the merger in 1987, and that ALLP has a good relationship with the FDA. I just do not believe anything anymore. Again, that is my opinion only.
I hope it works out for all of you.
4. I believe this is not a scientific site and we don't need to be very technical. If you have doubts about my education, no hard feelings.
regards and good luck with ALLP.
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