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Biotech / Medical : Biomatrix (BXM) Looking Great -- Ignore unavailable to you. Want to Upgrade?

To: James Baker who wrote (314)	1/3/1998 3:42:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 569

James - Thanks for your post. I am aware of BIOX's product and budgeted for it heavily in my 1998 P&L. ANIK will get their first. Without proof, I want to suggest they have about a 1 year head start. To my knowledge (I don't have a medical/researcher background) there is no way to make up this lead. My thinking is that after ANIK launches Orthovisc, its adhesion product is less than 12 months to marketplace. (Assuming no pitfalls.) Depending on what the "word" is about it at the time, I may jump into ANIK. While maintaining my position in BIOX. This might sound like bulls*it, but I think with respect to Adhesion products:there is nothing strong out there now , and knowning how fussy BIOX is, when they are ready, I think, their product will be first rate, and consequently; it will make the same kind of impact that Synvisc has. Sometime ago, Eduardo advised me the adhesion marketPlace is north of $1 bil. But, and I am guessing, we are talking ANOTHER 2 years. Regards, John