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Biotech / Medical : AutoImmune-AIMM

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To: Regis McConnell who wrote (17)	3/5/1997 10:49:00 PM
From: Thomas Stewart	of 298

Is that from their annual report? I want to point out some overly-optimistic assumptions and other problems, at least with respect to what I consider their biggest drug: 1) a substantial overestimation of the people in the US with MS, by about 40%. 2) failing to recognize that the study is designed to evaluate the effectiveness of only one specific type of MS--RRMS, so the actual number of people who may benefit is much smaller than suggested. 3) there are now three FDA approved treatments, not two. 4) how do you get to a "1.3 billion dollar market"; it may be true, but that is precisely what I want to know; how is that calculated? 5) lyophilized bovine myelin is currently available as so-called "glandular medicine" from vitamin companies. Will this be a fair substitute for Myloral? I have similar concerns for the other drugs. Although it may sound like I am a nay-sayer on all of this, I am really not. I just want to be able to fairly anticipate the value of the stock in the event that the trial is successful. Please correct me or otherwise address my concerns.

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