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Biotech / Medical : ATIS is on the move! -- Ignore unavailable to you. Want to Upgrade?

To: David S. who wrote (1156)	11/13/1997 7:17:00 PM
From: Harry D. Kramer	Respond to of 2205

David, If you take out the net present value of Dermagraft (ulcers) you end up with about $200 million-300 million for ATIS. Taking the frustration into account that would occur if something happens to Dermagraft, you probably would have to subtract another 50% for a reasonable stockmarket valuation. Well $150 million, here we are. Just playing with numbers, not that I think it is something that will really happen. But if you are right with the healing quality, sales projections could definitely be on the high side. It is also another argument for not underestimating competition like Regranex. Have a nice day, Harry

To: David S. who wrote (1156)	11/15/1997 1:26:00 AM
From: Marshall Teitelbaum	Respond to of 2205

David, Those are some pretty big words, which I am not debating or defending, as I don't know the reasons behind them. Keep in mind that I'm not attacking you in any way, but it is difficult to simply accept a heads-up without further substantiation of the info, considering the claim. You may truly be doing us all a favor, but I'd like to know where this tissue paper to cardboard analogy comes from and exactly what it means. You, of all people, know that nobody should simply just take a statement from an internet chat board without some pretty good rationale, even if it is from somebody who is apparently quite knowledgeable. After all, if the numbers reflected by ATIS are accurate, dermagraft's efficacy with diabetic foot ulcers is not just "decent." Also, if it said to induce healing without recurrence, what is meant exactly by the tissue paper analogy....is there some risk that it heals but tears open easily or doesn't allow the foot to have its pre-morbid range of motion or something and this has been kept a secret? Also, I'm not sure where the implication of the 150 million market cap comes from(@4$ share price). I have trouble seeing this without either total market collapse, in which case it doesn't really matter what company you own, although even then 4$ would seem pretty low without their product being totally a dud, or more so with a failure of dermagraft to get recommended by the fda panel(or even on a panel in the near future). Of course, if it turns out the market isn't as large as atis hopes for dermagraft, the share price reflection should be well up the road, as the initial share price I anticipate will be based more on yeah or nay from the fda, unless atis comes out on tuesday or some other time with info which makes dermagraft look less credible than it has so far. Again, I'm not putting your info down in any way, as I have no data to comment one way or the other, but I guess that in itself would be my concern, although I do appreciate the sentiment to help us out, especially if this is info which you don't feel can be shared at this time. It's just that I have seen comments like these which typically serve as teasers and nothing else way too many times. My thanks in advance for your response. Take care, Marshall