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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: JMarcus who wrote (832)	1/28/2002 1:34:55 PM
From: scaram(o)uche	Read Replies (3) \| Respond to of 2243

looks like margin for arestin third quarter was about 72%. Sales in the second quarter of marketing were slightly greater than the first, indicating that they beat "shelfing". I always consider this a decent sign. burn is ridiculously high? What would we get for our buck apart from arestin? Hype from an ATRX release, November...... There also appears to be a clear recognition that the Atridox clinical data and label are far superior to other locally-applied antimicrobial agents, which we believe provides an opportunity for CollaGenex to increase sales of Atridox significantly."

To: JMarcus who wrote (832)	1/29/2002 1:48:09 PM
From: stomper	Respond to of 2243

FWIW, I talked to a perio who runs a well known, high volume office here in Minneapolis. He was ambivalent to Atridox citing the need for refrigeration, mixing and application. He loves Arestin for exactly the opposite reasons. Said it is so nice to be able to step back and grab it off the shelf in the procedure room, contemporaneously...not have to worry about mixing it. He described the difference in clinical efficacy as so nominal to not be worth using in his decision. I'm surprised Arestin hasn't received the ADA seal though. I would think with consumers, this would be a BIG sell for Atridox. -dave