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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (9804)	7/19/1999 11:55:00 AM
From: Kevin Shea	Respond to of 57584

Rande; you have expressed the exact sentiment of why I entered the stock.... "fake blood" would make for great news..tie in with Red Cross, HIV, etc....but, this is not their only iron in the fire...another product which enhances ultrasound images could also be fascinating (I can envision a news item showing the difference between the "old" and the new in which everybody could make out the baby's sex -- not just the doctor) Realize that there are other firms engaged in blood substitutes... Lastly, the FDA phase III trials should be getting close to concluding..on these and one other product...

To: Rande Is who wrote (9804)	7/19/1999 12:57:00 PM
From: John Miz	Read Replies (1) \| Respond to of 57584

Thanks Rande and Kevin...Been doing some research on ALLP also...Some possible reasons for the increase in volume and price. As was mentioned, 3 products in third, late stage clinical programs. An enviable position to be in, according to an Oppenheimer analyst. Phase 3 trials for IMAGENT began in March of 1998. That should be nearing completion. They recently (June) received 23 million dollars which will help fund those late stage development projects. A Phase II study for myocardial perfusion, a measure of coronary blood flow designed to differentiate normal heart muscle from areas of blockage or ischemia, and often considered the "holy grail" of the ultrasound contrast imaging agent market is ongoing. That study is also nearing completion. A strategic collaboration may be in the works which would reduce ALLP's research burden. So they have three clinical programs in late-stage development, one of which is partnered with a world leader in its respective therapeutic category (Imagent). That world leader being Schering AG, Germany. At this point Oppenheimer may be revisiting ALLP, and could soon upgrade ALLP from a hold to a buy. John