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

To: David S. who wrote (1210)	12/9/1997 9:55:00 PM
From: Marshall Teitelbaum	Read Replies (2) \| Respond to of 2205

David, Not sure I understand the logic. IART is a company which has been gradully developing and has gotten its product out in 20 countries now, including the USA and Canada. Their product is primarily available for burn treatment, although looking at some other purposes, such as for reconstructive, etc. With all of this development their last qtr. was at 3.9 million$, vs. the 3.3 of ATIS without getting its products out yet, for the most part. There is no near-term immediate potential for IART like there is for ATIS. The market cap looks to based on much as future potential as anything else for biotechs, until the time they become earners, but ATIS has a huge potential with a strong likelihood of near-term potential for a major product, although I don't have any expectation that the earnings will be giant immediately.....will probably only gradually move forward due to things such as managed care in the usa. In other words, the technology might be equally valid, but not necessarily equal or with as much use. Also, the cartilage product, if approved up the road, would make for a massive one-two punch, although this is something too far away in my opinion to speculate on. The main thing is that if ATIS is placing itself in the role as the leader of this emerging industry, why wouldn't they be valued higher, until such time as someone displaces them. There is always the risk of big drops for all biotechs with negative news...see agouron and nrgn(today)...as you mentioned for immunex. This is the nature of techs in particular. There are many biotechs in the 350-700 market cap range, such as isip and icos(not to mention one called org, which I'd prefer not to include here), and isip and icos are there primarily due to the great future potential, along with some marketing along the way. ATIS is the closest to getting a big product out, which counts a lot, as how many biotechs have done this? Also, the marketing by ATIS hasn't appeared to be all that different from any other biotech company, except the management has seemed to be more forthright, if anything. If they simply sat back and let shareholder value rot, would they be any better? They are out there discussing their technology, and don't appear to be saying more than is factual. Also, I'm not sure I have seen them touted any more than they have been knocked...any person can have an opinion...not sure what this has to do with the current value of the company. Not trying to knock your opinion...simply trying to better understand...also, as was already asked, if you have some info. that is truly negative about the safety or efficacy of dermagraft, I'm sure we would all be interested in hearing about it. Aside from all of the over-seriousness, happy holidays. Marshall