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

To: jeffbas who wrote (269)	7/8/1999 6:03:00 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Jeffrey, Re Seprafilm, you should also be aware of CHAI, a pico-cap that has an interesting anti-adhesion product in the cardiac surgery field. Don't know if they will survive as a company, but the technology sounded good. Interesting day in biotech - big (35%) sudden surge by HGSI on some news, with INCY weak. No real move by ELN on massive hype last night (ABC News, Nightline etc.). Continued strength in MOGN on no news. Very strong move by XOMA. Nice strength in PCYC and SEPR. Collapse by VGIN - great call here by Rick to add to his recent BTRN success: Message 10254130 Peter

To: jeffbas who wrote (269)	7/12/1999 5:50:00 PM
From: scaram(o)uche	Respond to of 52153

>> My question for you is whether in such a growth situation both products could do well, but Seprafilm just somewhat less well? << Let's wait for the data from the pivotal -P trial. Seprafilm leaves a major hole to run through, and it is expanding the market as GLIA gets set at the line. There's a third entrant, a liquid (Intergel from LBSC), that's ahead of -P in clinical testing. -P needs to best Intergel too. Intergel is hyaluronate-based. >> How do these kinds of situations tend to resolve themselves in biotech/medicine? (I know, for example, that in computers Dell possibly makes the best product but plenty of other people sell plenty.) << They used to resolve on the basis of best sales teams. The rules have changed as more patients have access to open communications. I used to date a detail rep for Wyeth Ayerst. There was some territory overlap with a second rep, or at least some overt collaboration with a rep in an adjacent sales territory. She was very attractive, and saw physicians who were more interested in conversing with (and looking at) her for a few minutes than in being educated. The other rep was a guy, and he saw the physicians who wanted to hear biased presentations from all interested parties. Some physicians go for legs. Some go for data. Some go for a well-cut suit. Some like the free calculators or desk toys. I have great respect for those who want data. I look forward to the day when all patients have access to unbiased, concise information regarding efficacy, and to the day when there are no more detail reps. The practice described above was not an official Wyeth Ayerst policy, and I believe that it was solely a working arrangement between two collaborating reps.