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Biotech / Medical : Lidak Pharm. [LDAKA] -- Ignore unavailable to you. Want to Upgrade?

To: luis a. garcia who wrote (740)	12/23/1997 2:58:00 PM
From: M.LUTH	Read Replies (1) \| Respond to of 1115

Luis the year 2000 thing was for meaningful revenue,but I hope you are right about summer. That would be fantastic, we should start to see some very good revenue by early 98' if your assesment is correct. Now the challenge to all is to start to figure a stock price when revenues start to pour in. We now know the size of the market and the competition, so is anyone willing to start to predict the future stock price knowing we can probably get a sizeable chunk of the herpes market. Is $30-40 out of the question within the next 2-3 years? Now all we need is for the LMI trials to go flawlessly and we could have another ball over the wall. Mike

To: luis a. garcia who wrote (740)	12/23/1997 7:53:00 PM
From: John Zwiener	Read Replies (2) \| Respond to of 1115

Luis, has something changed? Lidakol has the manufacturing rights and there has been no press release to the contrary. They have a contract manufacturer that will make it for them to sell to BMY plus they get royalties. I don't understand your statement unless I missed something. Now I do not understand how pricing works in pharmaceuticals, but if a perscription costs $50, then BMY sells it to the pharmacy for 25, and Lidak sells it to BMY for 12 and Lidak pays 6 to the contract manufacturer. So Lidak might make $6 per perscription. Plus say 10% royalty on $25 dollars of BMY's sales gives $8.50 on each $50 sale. So if we have a $100 million drug (conservative), then that is around 0.50/share to Lidak. A billion dollar drug would be $5/share. This potential would not surprise me if my tentative analysis of the drugs effectiveness is true.