Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sleepman who wrote (18)	8/25/2000 9:31:34 PM
From: Arthur Radley	Respond to of 46

Dan, This is my take on AXCA. 1) The next event that will move the stock will be h. pylori news. I agree with you on the importance of this drug. 2) As for Protofrin, on the surface one would have to be disappointed with the revenue flow on this drug. However, either AXCA was sold a bill-of-goods by QLT or AXCA saw some potential down the road. IMO AXCA paid a high price for the drug...based on the history of revenue. With that said, I think the recent announcement about the deal with Diomed will open the door for great revenue. It is my take that in the past, the draw-back was the expensive upfront money that doctors had to pay for the laser system. Now with the low cost, low maintenance, low operational expense laser from Diomed, this will open up Protofrin's potential for more doctors and more out-patient applications. 3. It is my understanding that there is no viable treatment method that currently applies to Barrett's esophagus. If test results are positive for this area of application and now with an inexpensive laser system, maybe AXCA got a bargin from QLT. 4. As for the debt load, currently I don't see this as a problem. It appears that the product revenue coming in from Scandapharma should throw-off enough profits to carry them to the approval of several new drugs that will increase cash flow. I sure wish some of my other biotechs had a steady product revenue flow to support them until the block-buster drug was approval...LGND comes to mind. With all of the above said, I'm still of the opinion that November 2 will have a big impact on the drug industry. Just think back to Reagan's first election and what happened to the defense industry stocks the next day. I put in an order to buy Rockwell options that had closed the day before at $2.00.....my market order was fill on the open at $7.00.

To: Sleepman who wrote (18)	9/1/2000 9:19:39 AM
From: Arthur Radley	Respond to of 46

One would like to think that this will involve positive news. At least the market pre-open seems to like the potential..PR Newswire - Thursday, August 31, 2000 MONTREAL, Aug. 31 /CNW-PRN/ - Dr. Francois Martin, Senior Vice-President, Scientific Affairs, Axcan Pharma Inc., invites you to take part in a conference call to discuss new developments related to the Company's recently acquired Photofrin(R) therapy for the treatment of cancer and cancer related diseases such as Barrett's esophagus. Dr. Martin will be accompanied by Dr. Patrick Colin, Axcan's Vice-President, Cinical Research, and by Mr. Patrick McLean, Vice-President and General Manager, Canada and Europe, who will also be available to answer your questions. Tuesday, September 5, 2000, at 11:00 A.M. Please dial the following toll-free number: 1 - 800-478 - 9326 It will be possible for you to follow the conference call on the Internet using the following address : www.axcan.com. You will also be able to listen to the presentations made during the conference call for a period of 90 days following the call. xxx