Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : ARADIGM CORP. ARDM -- Ignore unavailable to you. Want to Upgrade?

To: Numberspro who wrote (163)	8/12/2003 12:21:30 PM
From: Tadsamillionaire	Respond to of 255

Yeah, I listened to it and posted the link. It seems to me that the company is on the right track. There are no issues that would cause the price to go down, other than the M/M playing games with the price prior to a big announcement. JMHO , but I am buying more. The product is worth it's weight in gold, the concept is fantastic and the ability to deliver meds through the airway could replace the needle. See any savings there? I would hate to be a needle or suringe manufacturer at this point. Only my opinion.

To: Numberspro who wrote (163)	8/12/2003 5:16:24 PM
From: Tadsamillionaire	Respond to of 255

The market is not giving ARDM any credit for the company's Intraject technology and thereby making ARDM an undervalued opportunity. There are two business units here. Let me explain: First there is Intraject -- they purchased Intraject for about $2 million, but was able to cut enough costs to allow ARDM to maintain its current burn-rate (i.e., more products with the same burn-rate). Intraject is worth at least $30 to $40 million based on very conservative assumptions (as you know, Intraject is the needless-technology platform that the company owns). The technology is very promising and has very real opportunities. Next is AERx -- the platform that has been delayed until late 2004/early 2005. That is fine because the intrinsic value of AERx is still intact – the only downside to the push back from my stand point is the potential put option that the company will exercise with NOV to the tune of $20 million (which combined with the current cash balance of $28 million – the company will have enough cash for about 2 more years). The question is: What is the value of AERx? Well the market seems to think it is worth less than $60 million today. NOT INCLUDING Intraject! The key word is “today”. And with 90% of the negative news already in the stock (i.e., the delays, etc..), $60 million is too much of a discount for AERx. There are plenty of catalysts that can occur with the Intraject platform that the market is not taking into account. Keep in mind that ARDM has not focused on this platform in the past. For example, Intraject has lots of term sheets in waiting – and should announce some contract with a major pharma company soon. Worst case is that in FIVE short months (January 2004), investors will start to look at early 2005 when Phase III will resume and they will drive up the share price of ARDM in anticipation; coupled with potential news regarding Intraject, makes ARDM a home run for prudent and disciplined investors. All in all, this is clearly a $3 to $5 stock (although Wall Street would say it is worth $9+). Copied from the YAHOO board. finance.messages.yahoo.com

To: Numberspro who wrote (163)	8/28/2003 12:31:51 AM
From: Tadsamillionaire	Read Replies (2) \| Respond to of 255

Experts: World Facing Diabetes Catastrophe PARIS (Reuters) - More than 300 million people worldwide are at risk of developing diabetes and the disease's economic impact in some hard-hit countries could be higher than that of the AIDS (news - web sites) pandemic, diabetes experts warned on Monday. In a report released at the International Diabetes Federation conference in Paris, experts estimate the annual healthcare costs of diabetes worldwide for people aged 20 to 79 are at least $153 billion. "In some countries with a higher incidence, diabetes has a higher economic impact than AIDS," Williams Rhys, professor of clinical epidemiology at the University of Wales, told a news conference. According to the Diabetes Atlas report, total direct healthcare spending on the disease worldwide will be between $213 billion and $396 billion by 2025, if predictions are correct that the number of people with diabetes will rise to 333 million by 2025 from 194 million. Diabetes occurs in two basic forms: type I, which occurs in children and adolescents and accounts for five-10 percent of all diabetes cases, and the more common type II, or adult onset diabetes. Patients with type I diabetes do not produce enough insulin while those with type II produce insulin but cannot use it effectively. Adult onset diabetes can often be prevented or controlled in its early stages with careful diet and exercise, but patients often need a range of drugs to control it. Diabetes can lead to blindness, kidney failure, heart disease, disability and death. HEALTHIER FOODS More than 75 percent of diabetes cases are expected to be in developing countries by 2025 because of rapid culture and social changes as well as increasing urbanization. This is expected to further burden healthcare systems already stretched by the AIDS pandemic. "What AIDS was in the last 20 years of the 20th century, diabetes is going to be in the first 20 years of this century," said Paul Zimmet, foundation director of the International Diabetes Institute. Zimmet and other experts say the diabetes epidemic will be fueled by an estimated 314 million people with impaired glucose tolerance (IGT) or higher than normal blood glucose levels -- a high risk condition for developing type II diabetes. They also warn that type II diabetes was increasing in children and adolescents in many countries and is linked to rising obesity. They urged food companies -- especially those who make fast foods -- to produce healthier foods and governments to set up national campaigns to combat diabetes. "We are running out of time," IDF President-elect Pierre Lefebvre warned during a news conference. "If action is not taken now to stop the rise in diabetes, there is a significant risk that governments and social security (news - web sites) systems may fail to ensure the appropriate care to the millions who will be affected by diabetes in 2025," he said. story.news.yahoo.com