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Biotech / Medical : ANDRX-Reaffirm Outperform Recommendation-Gruntal Research
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To: PAUL ROBERT ST. ONGE who wrote (8)11/13/1996 1:24:00 PM
From: James Silverman   of 23
 
I agree with your comments in regards to Biovail. I just feel it wise to gauge any projections they may have. Considering their new found prosperity they certainly have the resources available to produce these drugs. I am not sure how different Cardizem CD is from Dilacor XR, considering they have the same active ingredient. Perhaps the dosing pattern of drug distribution is more difficult to copy.

AndRx is a niche generic producer of hard to copy drugs. I can see your point about getting into more name brand drugs, however thats years off. The near term story is clearly ab rated generics where they should face little competition from other generics. As far as being a biotech, obviously they are not.

I have spoken with Sepracor regarding the ADRX JV. I will post comments when I have more time to analyze it and possible implications on SEPR and ADRX.
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