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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (45)	5/26/2001 12:49:09 PM
From: Biomaven	Read Replies (6) \| Respond to of 1005

tuck, I think two companies you mentioned briefly earlier are worth adding to the stocks you track - POZN and PTIE. I recently established small positions in both (and in KOSN). PTIE has never recovered from its post-IPO blues. They are playing in an interesting space (pain relief) with what seems to me to be an innovative idea - the combo of morphine and an ultra-low dose of an approved opiod antagonist. Pretty low risk of non-approval for safety reasons, and if they can demonstrate efficacy they should do well. POZN is a migraine-treatment company, also based on combos of approved drugs. They got whacked when the FDA demanded long-term tox studies for the combo of two already approved drugs (naprosyn and metoclopramide). Most of their other portfolio is also combinations of approved drugs. In general the FDA doesn't like combos much, but these mostly seem like promising combos to me. I could easily see many doctors prescribing their first drug as a cheaper alternative to a triptan. Neither PTIE or POZN is as sexy as say KOSN, but they are playing a much lower-risk game. Peter