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To: scaram(o)uche who wrote (5433)12/23/1997 12:48:00 AM
From: John McCarthy  Read Replies (1) | Respond to of 9262
 
Hi Richard,

Just lurking about and caught your comment about NMPS.

I want you to know that NMPS is selling at least
1 Bladder kit a quarter!

What you wrote scared me a little bit, so I'd appreciate
your un-sugar coated opinion on something.

I've hung with it, not because of Bayer but because of the
Colon kit.

They might get an A-Okay on it by the end of March.

I thought (dangerous) that there would be a fair size market
for this JUST given the size of the Colon Cancer patient
#'s. And I further thought (extra dangerous) that they had
a leg up on anything out there now in discoverying (sp?)
it early.

Sure would appreciate your 2 cents.

Regards,

John McCarthy



To: scaram(o)uche who wrote (5433)12/23/1997 1:42:00 AM
From: John Metcalf  Respond to of 9262
 
I regret to report that Mr. Market Cap got creamed by DEPO, too. Entirely blindsided.

Numbers for Matritech (NMPS) are mostly correct. They're burning $9mm at the run rate and have $12.9mm in cash-and-equivalents. Market cap is $66mm (18.542 shares).

SEPR and ARQL are saving the day for me. ARQL began a nice move up today, and good news is anticipated with regard to their lead position at the Hambrecht & Quist conference.

I look forward to seeing ARRS and SQNA on the STO. They've sold off on news of their merger and it seems overdone. The merged company (Axys) is on the H&Q agenda.

ARIA is selling at a very low valuation for a high-quality company. Market cap is $76mm, and they have $33mm in cash. Burn is about $10.7mm and they have major backing from HMR for their new Genomics Institute. ARIA will hit the STO someday....