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Biotech / Medical : Barr Laboratory BRL -- Ignore unavailable to you. Want to Upgrade?

To: harkenman who wrote (82)	10/25/1997 11:27:00 AM
From: James Silverman	Respond to of 207

Hark-They reported stellar earnings, yet the stock is still a moderate amount below highs. Perhaps as they gain in visibility (nearly a $1B market cap) and after a quarter or two of additional ramped up profitability and once investors realize much of this will be durable earnings and not standard generic variety the stock will follow suit and break new ground. I'm looking for the stock to do as well over the next year as it has thus far this year (100%+ytd), I'm far from complaining. As far as profitable generics out there, I think you are missing quite a few. Namely WPI, TEVIY and ADRX (will be highly profitable in 1998) each of which are serious companies.

To: harkenman who wrote (82)	10/26/1997 7:54:00 PM
From: hb	Read Replies (1) \| Respond to of 207

While MYL is expected to earn 5-6cents higher than expected due to generic version of drug (zantac like)used for stomach ulcer and acidity, this may not continue for ever. There is an alternative antibiotic treatment that is permanant cure in nature in contrast to the temporary nature of zantac.(i consider usage of zantac like drugs without first trying the antibactrial drugs to kill h-pylori which causes stomach acid and ulcer, the biggest scandal in medical history). Hence, would MYL see a growth while many physicians are prescribing antibacterial drugs? Only 20-25% of cases of stomach acidity may be linked to other factors than h-pylori bacteria.