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Biotech / Medical : LIPO-Liposome -- Ignore unavailable to you. Want to Upgrade?

To: Alan Rosen who wrote (700)	6/14/1999 1:31:00 PM
From: Cheeseburger	Read Replies (2) \| Respond to of 900

Fidelity investments sent a newsletter out earlier this week that had what I would describe as a strong buy recommendation for LIPO.

To: Alan Rosen who wrote (700)	7/13/1999 1:54:00 PM
From: Cheeseburger	Read Replies (1) \| Respond to of 900

I have attempted to be very conservative in all of my estimates. I could easily make a case for double those numbers: 1. My estmates assume ZERO international sales. 2. My estimates assume ZERO potential increase in dosing ( Note: current cumulative dosing limit of 400-450mg/m2). 3. My estimates assume ZERO increase of use based on more tolerable side effect profile. 4. My estimates assume ZERO increase in use base on less side effect profile when potentially used with Herceptin (which now carries a 'black box' with concommitant anthacycline use) Taxol, and/or Taxotere. 5. and Lastly, my estimates assume ZERO potential for the 30-40% of doxorubicin use outside the breast cancer arena (ie. off-label use).