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Biotech / Medical : ARADIGM CORP. ARDM -- Ignore unavailable to you. Want to Upgrade?

To: rkrw who wrote (107)	1/19/2001 1:11:39 AM
From: Wharf Rat	Read Replies (1) \| Respond to of 255

Thanks a lot; I really appreciate this. It does get frustrating, and it can be harmful to a company, too. My broker's wife has a bit of ARDM, and his comment about my difficulties was something like "ugh". Anyway, I obviously like TPC for drug delivery, since it pays my bills. If I understand things correctly, one of the major differences between ARDM and INHL is that the latter is using powdered aerosols. That has never really been successful in respiratory medicine, so I am leaning in the direction of ARDM. I was also going to ask if they had a respiratory therapist on their tech advisory board, 'cuz I have somebody I would recommend (no, not me). I'll let you know what I find out. TK

To: rkrw who wrote (107)	2/24/2001 12:54:45 AM
From: tuck	Read Replies (2) \| Respond to of 255

rkrw, At the BIO CEO conference, Mr. Thompson cryptically mentioned four unannounced programs. Unless my ears deceived me. He mentioned small molecules once, and had nothing to say about Genentech (which is no surprise). Spent the whole time talking about insulin. Here he alluded to the fact that Novo Nordisk has manufacturing facilities in place. Since all Aradigm needs is a more concentrated form of the injectable insulin Novo Nordisk makes, this gives them an edge over INHL in that respect. In fact, despite being behind in clinical development, he said this edge meant ARDM would not concede being first to market to INHL. He also said Novo Nordisk's sales force is already good at selling drug/device combinations. It wouldn't surprise me if you knew about all this, but here's the link anyway, for you and whoever else is paying attention: informedinvestors.com Cheers, Tuck