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Biotech / Medical : ACMI - Accumed Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Dana Winrow who wrote (977)1/7/1998 12:46:00 PM
From: Sigmund  Read Replies (1) | Respond to of 1894
 
No doubt that the ACMI product is more comprehensive from what I have heard. The bigger thing going for the ACMI product I think is that ACMI is an information techology company whereas NPTH is an automated diagnostics company.

I would love to see an objective comparison of the ACMI, Pathfinder and other similar products. But I think the key as I stated is not what these products are today but what they will be in the future. IT products evolve but sometimes the inherent design or architecture makes some products able to evolve more easily and cost efficiently.

I am a new investor in ACMI so I want it to succeed. But I am sure you can tell that I am also an investor in NeoPath and regret not being an investor in CYTC. I don't see this as much as a race of one company against another although certainly there are some elements of this. I see this more as a race against disease.

The labs, physicians and patients will over time decide which technologies make the most sense for them from among those choices deemed safe and effective by the FDA.

I think ACMI will do well in this process and may also find that partnerships with some of the other players are important to them.

I think that you can promote the vitues of ACMI and its products without denigrating the products of other firms. If you want to denigrate other companies and their products the way to do this is via securities analysts. That is their job and providing them with ammo seems fair to me.

I was taken back only by your statement that the NeoPath Pathfinder is only good for training. Perhaps that is a correct statement. If so it is a bit shocking. But my experience in the information technology industry (over 35 years) is that sometimes such statements are exaggerated. Even if the Pathfinder is only good for training now, it may provide the basis for an excellent integrated product later. Rather than a subjective statement about the Pathfinder which doesn't have a lot of credibility, objective statements such as the actual sales would carry more weight with me.

I don't want to beat this horse to death. If the NeoPath people disagree with your assessment they can post something on their web site or if really brave on SI. They have a nice but almost totally unused thread there.

I give you credit for having the guts to talk to the investment community.

By the way you say that you don't see the Pathfinder as competition. NeoPath once stated that they have no competition for the AutoPap. For an industry where all of the players seem to feel that there is no competition, there seems to be a lot of heat<g>.



To: Dana Winrow who wrote (977)1/7/1998 2:06:00 PM
From: george  Respond to of 1894
 
Dr. Winrow,
I ,for one, concur with everything you say on this post (#977).
George



To: Dana Winrow who wrote (977)1/8/1998 11:53:00 AM
From: Frank Buck  Read Replies (3) | Respond to of 1894
 
Dana,

About three years ago I watched a television segment on H.P.V., H.P.V.- testing and cervical-cancer. The segment depicted on-going technologies and various interviews with various researchers in the field. The general summation of the program indicated that a vaccine would be available for H.P.V. by the year 2000.

One of the Eurogin-papers discusses certain aspects of the vaccines.

Section 8: Prevention and Therapy by Immunization: Human Papillomavirus Vaccines and Their Potential use in the Prevention and Treatment of Cervical Neoplasia Animal Models for Evaluation of Human Papillomavirus Vaccines

blackwell-science.com

As I have not had an opportunity to obtain this paper as of yet, and have not heard any recent mention of an H.P.V. vaccine until discovering this above source, I was wondering........

What is the current status of the development of an H.P.V- vaccine and aside from the obvious beneficial humanitarian aspects of this vaccine, how would the development of an H.P.V. vaccine impact the industry and AccuMed in particular? Is the television segment time-table reasonable in regard to the vaccine?

Thanks in advance for your reply.

Frank