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Biotech / Medical : Biotech Short Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (109)	10/8/2001 2:25:01 PM
From: dalroi	Respond to of 897

Tuck if i may say something about glia / lcbm JNJ LCBM has the JNJ marketing machine behind it ! FDA reversed its courseon intergel Rumours exist about the JNJ / GLIA action cheers Stefaan

To: tuck who wrote (109)	10/8/2001 4:21:46 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 897

re. "behind in the market place"....... the withdrawn GLIA product (Adcon-L) addresses a different indication, lumbar surgery vs. stuff that Dalroi can tell you about. The GLIA product for this application (pelvic and gynecologic surgeries) was just massaged out of existence by management, and Adcon-P is now Adcon-Solution with a much-delayed date for PMA submission. This after waiting for ages for the Adcon-P "pivotal" trial results!!!!!!! So, there's no competition between the two products at all. Moreover, I wouldn't assume that Adcon-L will ever hit the market again. It clearly makes second surgeries a breeze relative to those where it wasn't used and adhesions need to be removed/navigated, but efficacy has always been difficult to demonstrate by other measures. But........ OTOH, I thought that the Lifecore results were so marginal that -- if and when it's ever ready -- Adcon-Solution has a low hurdle.