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Biotech / Medical : Pharmos (PARS)
PARS 2.700+13.6%Jan 21 4:00 PM EST

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To: yosi s who wrote (775)5/15/1999 9:22:00 AM
From: crysball  Read Replies (1) of 1386
 
The conference call

Well executed, with just the right balance of caution and optimism, to build confidence among those individual and instituinal listeners / contributors to the discussion. Bob Cook hanled the call very professionally.

I'm still a skeptic about the performance of B&L sales force in the launch.........There is NO effort focused on the Optometrist (who can prescribe) or the Allergist. While I realize PARS doesn't want to bear the cash drain of their own detailing force, it would seem they could consider:
1) Co-marketing by piggyback ing on the on an existing detailing force reaching Allergists (assumes this is not prhibited by the PARS/B&L agreement)
2)Do a mailing effort targeting Optometrists (or get B&L to do it)
3) Get creative with the worlwide web...........which will soon break down all the classical Distribution Channels.......I'm not suggesting selling Alrex or Lotemax via the web (as are Viagra and certain Diet Pills), but simply starting by creating an end user influence web site which provides information, ssafety profiles etc..........and could even list Physicians who are Lotemx/Alrex prescribers. The web is going to revolutionize marketing and physical distribution channels as we know it today.........it could be an extremely cos-effective tool for leveraging Pharmos........ creating company awarenes, product awareness worldwide..........without having to depend on B&L ......Why not harness the creativity of Omer Shivli in Israel!

Ariella, keep up the good work.

3 QUESTIONS
1) the mention about all the samples going out (200,00?)............does PARS receive royalty on samples?

2)(not conference call related) A contributors suggestion the shorts postion will send a message (decline sharply) just prior to HU-211 announcement....may be correct, however, wont the time lag in reporting the short position make ths meaningles?

3) Since my HU-211 announcement projection has passed can I select a new one of August 30?
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