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Biotech / Medical : ATIS is on the move! -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Long who wrote (2176)	10/3/2001 8:37:42 PM
From: Gary Stern	Respond to of 2205

I'm here, in shock, still suffering from disbelief that approval of DG came in such a depressed market. I suspect there are 2 more tricks up AB's sleeve. The game is to give value to his options and I think he will do everything he can to get the price above his exercise price; which I seem to remember is about 8. I am very curious how the market will take this news. Remember, there are no significant covering brokers and the issue is way below the streets radar. If they show an interest - anything is possible.

To: Bruce Long who wrote (2176)	10/3/2001 9:15:06 PM
From: Marshall Teitelbaum	Read Replies (2) \| Respond to of 2205

Hey Bruce and all. Exciting couple of days for ATIS fundamentally, huh? The lack of a large exciting spike is probably far better fundamentally and technically for the company, even though few would complain with a short-term opportunity to get out with a double I'm sure. However, the Medtronic investment (interesting, as my two original speculative medical investments from years back were ATIS and Minimed, the company recently gobbled up by Medtronic) in ATIS is mostly for lots of first rights, not including what they might pay if the epicardial patch looks really good (or for some other further away products). The keys are several, and much is psychological: A second large cap legit. company has created some type of alliance with them and in a different area than skin/wound care, further legitimizing this company, thus making them more attractive as a potential investment to other medical companies in need of research, institutions(especially as it grows and gradually reaches radar screens), and ultimately individual investors. It is an amazing fundamental base to build, especially now that they have legitimized themselves by getting DG approved. As further gains happen (ie getting reimbursement and thus leading to money triggers from SNN, gradual sales of Nouricel as the infomercial hits, and likely human collagen comes through Inamed with further revenues), the company begins to fund itself better, bring in more alliances (potentially), and ramp up further research, thus increasing the odds of bearing bigger and more fruit. Now all of this is probably the best case scenario, but the Medtronic news as a follow-up to approval is just what was needed to make people feel more secure than like ATIS was waiting all this time to become a one-hit wonder and the hit was already almost over. Time will tell, but it is starting to look like it is becoming an actual investment now, as opposed to simply being speculative. Regards all. Marshall