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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (8294)	10/3/2000 4:40:36 AM
From: Arthur Radley	Respond to of 9719

Vector, Would be interested in what your doctor says about Visicol. I've spoken with several and they all indicate that without a doubt.....patients will want the pill as opposed to drinking the "nectar" solutions. Yesterday we got the traditional "buy on rumor, sell on news" reaction. However, with trial results coming next month for CBP-1011 I would expect the price to stabilize here and trend higher. That is unless we get a melt-down in the NASDAQ and that could happen.

To: Vector1 who wrote (8294)	10/3/2000 9:23:42 AM
From: Arthur Radley	Respond to of 9719

This will be excellent exposure for Visicol and why I think market penetration will be accomplished in short order. For Ms. Couric to mention the new option for cleansing the colon on the Today Show would be priceless.http://biz.yahoo.com/prnews/001003/pa_inkine_.html

To: Vector1 who wrote (8294)	10/5/2000 12:10:57 PM
From: dalroi	Read Replies (2) \| Respond to of 9719

Lexg is now out off lockup and trading around 25 last days they made some deals isnt this the time to buy ? cheerrrs Stefaan

To: Vector1 who wrote (8294)	2/23/2001 11:11:21 PM
From: rkrw	Respond to of 9719

<<<TD, thanks for the detailed info. I think I will wait for a pullback. I am also going to give my Dr. a call and see what he thinks. I will report back. V1 >>> An FYI for those interested in inkp (big discussion here a few months back). I finally had a chance to ask my gastroenterologist about the INKP pills today. He knew all about inkp and their pills. He was an emphatic thumbs down. I guess they had told him some time prior to this recent approval that their regimen was to be 5-7 pills with a much more convenient regimen. The actual regimen turned out to be pills every half hour starting the night before for a total of 40 pills. He seemed upset about that discrepancy. He's essentially not prescribing, thinks it's less convenient to patients, thinks the pill burden is absurd and patients end out drinking more water alone than they would fluid. To date, he said he's prescribed it for 2 patients, which probably translates to less than 1% market share (my guess). I've also had a colonoscopy, drank the fluid (awful) but about half the gallon did the trick. I guess it's deal with the liquid. Oh well. If my Doctor's feedback is typical, it's no wonder inkp recently signed P&G to head a direct to consumer marketing campaign.