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

To: scaram(o)uche who wrote (833)	1/28/2002 1:50:47 PM
From: JMarcus	Read Replies (1) \| Respond to of 2243

<<What would we get for our buck apart from arestin>> The rest of the pipeline is early stage. From the 10Q: <<As of September 30, 2001, we have also completed preclinical trials on our new product candidate for bone regeneration, which focuses on dental implantation and orthopedics. On August 27, 2001 we announced the start of Phase 1 human clinical trials for our product that focuses on oral mucositis, a condition secondary to certain cancer treatments. We expect to begin Phase I human clinical trials for our bone regeneration product prior to year-end 2001.>> I've heard before (and the CEO certainly said) that mucositis is a big problem for many chemotherapy patients. Atridox may be superior, but calling it "far superior" seems like a stretch. Given the conservative bent of dentists (for heaven's sake, they are still using drills on people -- talk about medieval!), my bet is that speed and ease of use will carry more weight than marginally-more-effective. Marc

To: scaram(o)uche who wrote (833)	1/30/2002 9:40:56 AM
From: JMarcus	Respond to of 2243

OPHM's Arestin sales figures are in. 4Q had 60% higher sales than 3Q. I'm not sure whether the Holidays are when most people like to have their scaling and root planing done. Regardless, that is a pretty good rate of growth. Costs were 24% higher, due to the ramp up of marketing expenses. Stock price has hardly changed. <<``Revenue generated by Arestin(TM) during the fourth quarter was approximately 60% higher than the previous quarter, reflecting the increasing acceptance of the product by the dental community. We are extremely pleased with the progress we are making in marketing Arestin(TM). In our first nine months, we have sold Arestin(TM) to approximately 8,500 dental professionals, a third of our core target market. More than 2,900 of these professionals, or 35% of our customers, have already reordered the product. This is significant given that it takes 4 to 6 months for a dental professional to clearly see the clinical benefit that Arestin(TM) provides to patients. We are committed to significantly growing our customer base during 2002 and beyond, and we look forward to a growing percentage of our customer base reordering Arestin(TM) on a regular basis.'' ``Other highlights during the quarter include continuing progress with the Phase 1 clinical trial for our product candidate for the treatment of mucositis, a severe complication of cancer therapy. We also continued to make progress in advancing our product candidate for bone and tissue regeneration,'' reported Mr. Kishbauch. ``These two products leverage our core competencies in the areas of drug formulation and drug delivery for indications that significantly broaden our market potential beyond periodontal disease, to include oncology, dental implantation and orthopedics.''>> Marc