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

To: Wendisman who wrote (31823)	8/11/2000 10:25:59 AM
From: Wendisman	Read Replies (1) \| Respond to of 57584

I hate to say this about ADAP, but without those OEM deals, they will languish....Not gloating here, but thankfully I sold the swing shares yesterday....I suspect we go lower from these levels during next week. Sorry guys, but I'll wait for buys below 20 (which will be more position posturing to me). Also, to follow up my thoughts from yesterday, while I haven't talked to IR yet, I suspect their $7-8million sale of their interest in a laser-type company was my easter egg hunt....I'll find out later. KOPN filled its gap too perfectly, but I will take it.

To: Wendisman who wrote (31823)	8/11/2000 10:56:10 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

. . . New Long-Term SAM For Our BioHeads . . . DRMD . . .Makes Cenestin, an artificial estrogen at about 20% discount. About 20% of perscriptions being written for Cenestin over Premarin. . . which costs about $44 per 100 units. . . . Outstanding earnings report in July. biz.yahoo.com HMO's, etc. and Insurance companies are slowly adopting this lower price alternative. Recent list of news: biz.yahoo.com About Duramed Pharmaceuticals, Inc. Duramed Pharmaceuticals develops, manufactures and markets prescription drug products. The company's business strategy emphasizes products with attractive market opportunities and potentially limited competition due to technological barriers to entry, focusing on women's health and the hormone replacement therapy market. On March 24, 1999, the FDA approved the company's first branded product, Cenestin® (synthetic conjugated estrogens, A) Tablets, for the treatment of moderate-to-severe vasomotor symptoms associated with menopause. Duramed's containment manufacturing facility for the production of hormones -- with enclosed product flow and state-of-the-art environmental controls -- ensures purity, stability and tablet uniformity for Cenestin and other hormone products. While Duramed's primary focus will be solid oral dose hormones, the company's other areas of concentration -- controlled release technology and oncology -- continue to represent attractive market opportunities that will be pursued, as appropriate. The company's stock is traded on Nasdaq using the symbol DRMD. Additional information about the company can be found on the World Wide Web at duramed.com and cenestin.com . (1) Premarin is a trademark of Wyeth-Ayerst Laboratories. This one goes in the drawer for several years. Rande Is