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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Davy Crockett who wrote (1165)	9/6/2001 9:24:15 PM
From: Frank Pembleton	Read Replies (2) \| Respond to of 36161

Peter, Angiotech is pretty much dead in the water. In the healthcare sector speed is everything, if you can't get a product in the patient pipeline first the game is over. Kaput! I've just been leafing through Yorkton's report on ANP, and from data taken from the European Ravel study, J&J has a near perfect product. It's reported to be less toxic and more effective, and they got anywhere from 6 months to a year lead. The good news is that one of ANP's partners is Guidant which has a 40% market share in uncoated stents, they might be able to battle back some of the lost market share. The one last thing I did look at is ANP burn rate, they've got enough cash to carry them for at least two years, which is great IMHO. Yorkton rates ANP as a strong buy. I say run for cover... Regards Frank P.

To: Davy Crockett who wrote (1165)	9/6/2001 9:29:28 PM
From: Frank Pembleton	Read Replies (1) \| Respond to of 36161

Peter, if you want to learn how to size up a company check out some of the work Russ Winter has published. You can really learn something trying to disprove someone else’s work. :) Subject 51681 Regards Frank P.