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Biotech / Medical : INHL - Inhale Therapeutics - Pulmonary Insulin! -- Ignore unavailable to you. Want to Upgrade?

To: James Silverman who wrote (56)	12/19/1997 9:38:00 AM
From: Jason Rooks	Respond to of 225

Good questions. I have a small holding based on the recommendation of a friend over a year ago--bought at 14 and 22, so the recent decline hurts on paper, but not really anything to complain about these days. I would like to know who are the main competitors for the insulin delivery as well as what are other drugs inhlale hopes to market? Thanks for any response.

To: James Silverman who wrote (56)	12/19/1997 2:06:00 PM
From: Rick Costantino	Read Replies (1) \| Respond to of 225

Jim, Funny, I am thinking the exact same thing. I will be tax loss selling next week and I will probably pick up some INHL again. Although, the market looks extremely rocky right now, and I may may waiy a few more weeks. I am looking for a dip below $24, and we are almost there. With insulin in Phase III, it could be a big hit. Even if it doesn't pan out, there are other trials going on as well. I don't see any conflict betweem INHL and ARDM (I do not have shares of eitherm, by the way). ARDM is very early on, probably a year or two away from trials. ARDM's device is a hand held liquid nebulizer, whereas INHL's uses a powder dispersed as an aerosol cloud. Actually, ARDM device is potentially smaller and more efficient. However, it is much more difficult to formulate drugs (particularly proteins) in the liquid state (solid state powders are much more stable). Rick

To: James Silverman who wrote (56)	12/22/1997 3:36:00 PM
From: Rick Costantino	Read Replies (1) \| Respond to of 225

James, I decided to get back in INHL today. I have several reason for doing so at this time. (1) (by far the most important reason) I think the technology is very promising, and there are many drugs intrials for which they would get royalties- in particular, phase III for insulin is an impressive milestone. (2) I am doing some tax loss selling so I have cash (3) I am thinking there may be a biotech rally, e.g., Jan effect. (4) INHL has been weak, but seems more stable lately. (5) Has support at $25, very strong support at $24, so I doubt it will get much lower. 1998 should be an interesting year if any results come out for the insulin trial. I will continue to look to buy on weakness, but I expect soon we could be back over $30. Rick Costantino