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Strategies & Market Trends : TOP 10 1998 Stock Picks -- Ignore unavailable to you. Want to Upgrade?


To: Al Sinopoli who wrote (1)1/1/1998 8:24:00 PM
From: Superhawk  Read Replies (1) | Respond to of 65
 
Al:

Great idea. Should be fun. Can we do shorts?



To: Al Sinopoli who wrote (1)1/3/1998 11:13:00 PM
From: John McCarthy  Read Replies (2) | Respond to of 65
 
Hi Al -

Great idea.

OsteoArthritis Market - 16,000,000
Potential Users - 7,000,000
---------------------
(1) BIOX (30) - Product:Synvisc

Product Revenue: From a couple of mil to $40.0 - $50.0 mil.

Marketed by AHP (Paid $25.0 mil. license fee)
Marketed by Bayer, BI, Roche, and RPR in foreign countries.
See post #175 on BIOX.

OsteoArthritis Market - 16,000,000
Potential Users - 7,000,000
---------------------
(2) ANIK (10) - Product:Orthovisc -

Revenues: $10 mil. (1/4 Yr sales)

To be Marketed by BMY
BMY will pay $23.0 mil. to license.
Has *not* cleared FDA.
Competitor to BIOX

BPH Market - 30 million Worldwide
Potential Users - Not Sure - Over 15 million
---------------------
(3) VIDA (4.50) - Product:Tuna -

1998 Revenues: $14 mil.

The year 1997 was the year of get all the codes for
healthcare and medicare and teach doctors to spell TUNA.
The learning curve is over.

Revenue should almost double from $8.0 to $14.0 mil.

Product much cheaper than competition and they are
making some headway with HMO's.

Secondary hyperparathyroidism
associated with end-stage renal disease
Potential Users - ???
---------------------
(4) BCII (10) - Product: One Alpha-D2

(5) CERS (22)

Regards,

John McCarthy