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Biotech / Medical : AXCAN Pharma(AXCA)..A GUT FEELING! -- Ignore unavailable to you. Want to Upgrade?

To: Sleepman who wrote (9)	8/16/2000 7:32:26 PM
From: Arthur Radley	Respond to of 46

Dan, I would suggest you go to their website and ask for their investor packet. I got mine in three days...they sent it Fed-Ex and it has a wealth of data, plus reports from Chase/H&Q and BLC Securities/a subsidiary of Laurentian Bank. The BLC report is very detailed and talks specifics of each product. I agree that PROTOFRIN is a potential sleeper, especially for selective cancers. The "sunburn" issue on the surface is a red flag, but then consider what they are treating you for. I will take a little sunburn or stay out of the sun as my options. As for HELICIDE, it appears that Phase III results will be coming down in September. The Phase III's started in September of 1999 and the varous reports I've read indicate a forthcoming report at the end of a year. As for Tetracycline as one of the three ingredients...yes a strange part of the brew, but do you guess it has anything to do with patents or just the fact it reacts better with colliodal Bismuth and Metronidazine? Bottomline, if it works and it is formulated into a single-capsule treatment program as opposed to taking three separate pills...surely they will have a marketing advantage IMO. The BLC report indicates it will be a lower costing drug. I might also indicate that the Chase/H&Q report indicates the following time frame: 1) Phase III data on Urso 250 for colorectal cancer prevention in September. 2) Phase III data on Urso 250 for cholesterol lowering by December. 3) Phase III data on Photofrin for Barrett's esophagus in early 2001/March. IMO they have a lot on their plate...and only a short period for investors to wait for some results. I will look forward to any further comments from you.

To: Sleepman who wrote (9)	8/16/2000 11:34:57 PM
From: Biomaven	Read Replies (3) \| Respond to of 46

Photofrin is the only PDT on the US market, but it is very much a first generation product. The photosensitivity that Dan referred to is a significant issue, as the drug clears slowly. QLTF presumably sold the rights to Photofrin for a reason - there are a number of second generation products on the way that seem to be significantly better in a number of areas (e.g., Lutex from PCYC is water soluble, has a better frequency of excitation that enables deeper penetration and clears much more quickly). Can't believe that ursodiol will ever be a big product. All the recent articles I have read on the subject indicate that medical treatment for gallstones is a bad idea and reserved only for those few patients who cannot tolerate surgery. (I've heard of its use in rapid weight loss programs to prevent gallstones, but I doubt this is a significant market). The H. pylori treatment does sound interesting, though. Peter