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Biotech / Medical : ATIS is on the move! -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Long who wrote (1264)	1/4/1998 11:50:00 PM
From: Marshall Teitelbaum	Respond to of 2205

Bruce, No good answer for you there. I saw this news the other day, too. It strikes me that either ORG has been very unlucky with the types of news of questionable practices, in their trading and their trials, that have unjustly come out, or that something very funny has been going on. Throw in the issue of the long delay in their expedited review process, and the likelihood now of a product with a shelf life measured in terms of days(less than @5), and it doesn't bode well for the long-term outcome unless there is something more than we are seeing, which as I have said before, for their investors, I indeed hope there will be. It just doesn't appear to be the usual bad pr which often companies go through from time to time. However, this painted tape investigation may just turn up fruitless, too, even if there were something funny going on. Isn't the market interesting? There was mention of ATIS in the San Diego Tribune today as being one of their local companies which got unduly creamed in recent weeks-months and is expected to do quite well. Considering all of the biotechs there and which have been creamed lately, not bad to get mentioned with only a handful of other companies, such as Agouron. Nevertheless, ATIS has to make its own good fortune at this point. It will be interesting to see what the december short % is when ViWes has its december data updated. Obviously you know my perspective at this point, as it is that ATIS is relatively a deal at this price, even though not a cheaply priced company from a valuation perspective. However, they have a technology with a lot of potential and a major product on the verge of release, and this gives room for potentially higher valuation fairly easily....not many biotechs have products out yet, let alone with a significant potential, along with a technology which bodes for "we did it before and we can do it again," such as with the cartilage, among others, although still some time off. Okay, got my fill. Hasn't been much new for us to say over here for some time now. Hope all here have a nice new year, as the first real trading week of january is about to get under way...fwiw, hong Kong and Japan were down last I looked a few minutes ago. Take care, marshall

To: Bruce Long who wrote (1264)	1/6/1998 10:26:00 PM
From: Marshall Teitelbaum	Read Replies (1) \| Respond to of 2205

Bruce, Sure is quiet around here. After over a year of waiting for this month to finally get here and make dermagraft a marketable product, it almost is like everyone out there is afraid to jinx anything. Nevertheless, it looks like the recent up volume has gone with increased price like past low volume has gone with lower price toward the end of the year...this bodes well. It also looks like calls bought to open have increased for the next several months, which also gives an idea about what is starting to be expected. One way or the other, only reality will truly dictate the direction this company will go. Still awaiting the addition of december numbers for ViWes to see that short %, and in a few weeks again with Barron's, as I'll be very curious to see who has the ..... to stay short going into the meeting. Regards, Marshall