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Biotech / Medical : Biomatrix (BXM) Looking Great -- Ignore unavailable to you. Want to Upgrade?

To: pkwknk who wrote (176)	11/12/1997 6:43:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 569

pkwknk - Thanks very much for the feedback. As I know you know, a lot of the 'early' pricing of the stock will be a function of how much they ship in the 4th and 1st qtrs. And, as you have made clear, this will depend in good part as to how well AHP pays attention to the doctors needs. One more thing - in case you missed it. ANIK just signed a deal with BMY. It could get them up to $22.0 - $23.0 mil. The upfront fee is $2.5 mil. ANIK has a comparable product to Synvisc. It is selling now between 9 and 10. Eduardo (who comments on the ANIK) owns and likes the stock. If you need more info, please contact him. Based on this event .... In the long run, I really think that this will come down to the capabilities of the BMY and AHP sales forces. If you have any opinion, please advise. In the short run ... it helps everybody. Regards, John