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

To: ForYourEyesOnly who wrote (225)	11/22/1997 10:56:00 AM
From: John McCarthy	Respond to of 569

THC (1) Well aware of Eduardo's thoughts. And I agree with them. (2) ANIK helps my P&L. BMY brings additional marketing $$$ and raises awareness of the new solution to osteoarthritis. Total AHP estimated penetration rate of only 1.9% for 1998. Plenty of room for ANIK. (3) If there aren't any NEWS shows (the typical News show that YOU watch) by February showing a 30 second spot about this new WONDER DRUG then I am concerned about SYNVISC and I THEN KNOW that AHP isn't a player. Whats a player? PFE:VIAGRA:COVER OF MAGAZINES ALREADY SP:ALLEGIES:ATE HMR LUNCH BMY:TOLD JAPAN GOVERNMENT TO HIT THE ROAD WITH RESPECT TO TAXOL Some up here have a strong good feeling about AHP. I don't. Why is good press important? Builds upward momentum. And reduces 2.2% problem to a footnote where it belongs. No press gives BMY an opportunity to exploit it. And they will. (4) I don't own ANIK. As you know I own tons of NPRO and am getting killed. I think 9/10 a share is cheap. I DO NOT think FDA approval is in the bag. Especially if BMY files an injunction against NPRO/FDA if FDA approves PAXENE. People are people. Regards, John

To: ForYourEyesOnly who wrote (225)	11/22/1997 1:07:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 569

THC Your question this morning has made me realize that there is a lack of understanding of the osteoarthritis problem to some degree, and consequently, a big mis-understanding of how IMPORTANT Synvisc is. If you want, please take the following test. I think it will shock you. And you will think I'm full of it. Background Info: NSAID's:Non-steroidal anti-inflammatory drugs Examples: Ibuprofen (Motrin and Advil) Indomethacin (Indocin) Sulindac (Clinoril) Naproxen (Naproxyn) The Test: Select from these Answers Only: A - NSAID B - There is no medical problem of this nature Q1 - FDA #1 category of adverse drug events is gastrointestinal complications and it is caused by ????? Q2 - #1 cause of blood transfusions in hospitals is because of ????? Q3 - These drugs cause 25% of the people who take them to develop ulcers. ?????? Q4 - 20,000 people a year die from gastrointestinal complications that come about from taking these drugs. ?????? Q5 - If you take these drugs your body CANNOT heal joints or regenerate cartilage. ?????? Q6 - These drugs tend to WORSEN the rate at which there occurs degeneration of CARTILAGE. ????? Please do not ask me to verify this stuff. I won't. But you might want to check it out. Why does the FDA allow NSAID's? Pain hurts, and until SYNVISC there really are very few options. You see, it is a MULTIPLE cure. It not only fixes the problems but it also cleans up the mess we currently have with NSAID's. And this is really the big picture. Regards, John