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Biotech / Medical : anika research(anik) -- Ignore unavailable to you. Want to Upgrade?

To: Eduardo Canto who wrote (88)	1/18/1998 4:40:00 PM
From: John McCarthy	Respond to of 328

Hi - Introduction: -------------- I am long BIOX which uses hyaluronic acid for O/A. Ditto with ANIK, which I do not own but probably will by June. Anti-Adhesion: -------------- Both companies plan to enter the anti-adhesion market. Purpose of this note: --------------------- I am trying to develop a handy-dandy fact sheet for the ant-adhesion market. To this end I have put together the stuff below. It DOES contain errors. If you are interested, would you please post me corrections/additional info. I will not accept info without a URL site as backup. (This is to avoid pissing contests.) This note will be posted to all threads of the companies listed below except JNJ. In general, if a thread collectively doesn't want me to post this info, please advise and I will stop. Regards, John McCarthy ================================================================\| Part 1 \| ================================================================\| Companies in or planning to enter \| Anti-Adhesion Market Place \| ================================================================\| Name \|Sym \|Product \|Partner\| Indication \|Comp \| =====================\|=====\|=========\|=======\|============\|=====\| Genzyme \|GENZ \|Seprafilm\|None \|Abdominal \|SHB \| Genzyme \|GENZ \|Seprafilm\|None \|Gynelogical \|SHB \| ---------------------\|-----\|---------\|-------\|------------\|-----\| GliaTech, Inc. \|GLIA \|ADCON-L \|None \|Lumbar/Disc \|BPT \| GliaTech, Inc. \|GLIA \|ADCON-P \|None \|Gynelogical \|BPT \| GliaTech, Inc. \|GLIA \|ADCON-T/N\|None \|Nerves \|BPT \| GliaTech, Inc. \|GLIA \|ADCON-A \|None \|Abdominal \|BPT \| GliaTech, Inc. \|GLIA \|ADCON-C \|None \|Cardio \|BPT \| ---------------------\|-----\|---------\|-------\|------------\|-----\| Life Medical Sciences\|CHAI \|Repel \|None \|Gynelogical \| \| Life Medical Sciences\|CHAI \|Repel-CV \|None \|Cardio-Vascu\| \| ---------------------\|-----\|---------\|-------\|------------\|-----\| LifeCore Biomedical \|LBSC \|INTERGEL \|JNJ \|Gynelogical \|HG \| ---------------------\|-----\|---------\|-------\|------------\|-----\| Anika Research \|ANIK \|INCERT \|None \|Abdominal \|HG \| Anika Research \|ANIK \|INCERT \|None \|Gynelogical \|HG \| ---------------------\|-----\|---------\|-------\|------------\|-----\| Biomatrix \|BIOX \|HylaGel \|None \|Abdominal \|HG \| Biomatrix \|BIOX \|HylaGel \|None \|Gynelogical \|HG \| ---------------------\|-----\|---------\|-------\|------------\|-----\| Johnson & Johnson \|J&J \|Interceed\|None \| \|ORG \| ---------------------\|-----\|---------\|-------\|------------\|-----\| Atrix Laboratories \|ATRX \|ATRISOLr \|None \| \| \| ================================================================\| Abreviations: \| ----------------------------------------------------------------\| Comp = Composition of material used \| ----------------------------------------------------------------\| BPT = Bioresorbable Polymer Technology \| SHB = Sodium Hyaluronate-base \| HG = Hyaluronate Gel \| ORG = Oxidized regenerated cellulose \| ================================================================\| =========================================================\| Part 2 \| =========================================================\| Markets \| =========================================================\| Product \| Loc \| USA \|Europe \| Japan \|Canada\| ==============\|=====\|=========\|=======\|===========\|======\| Seprafilm \|Abdom\| 1996 \| 1995 \|1998/Kaken \| 1995 \| Seprafilm \|Gyne \| 1996 \| 1995 \|1998/Kaken \| 1995 \| --------------\|-----\|---------\|-------\|-----------\|------\| ADCON-L \|Lumb \| 1998 \| 1995 \| \| \| ADCON-P \|Gyne \| \| \| \| \| ADCON-T/N \|Nerv \| P3 \| 1996 \| \| \| ADCON-A \|Abdom\| \| \| \| \| ADCON-C \|Cardi\| \| \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| Repel \|Gyne \| \| 3/99 \| \| \| Repel-CV \|Heart\| \| 3/99 \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| INTERGEL # \|Gyne \|PMA 5/98 \| 6/98 \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| INCERT \|Abdom\| P1 \| \| \| \| INCERT \|Gyne \| P1 \| \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| HylaGel \|Abdom\|Pre-Clin \| \| \| \| HylaGel \|Gyne \|Pre-Clin \| \| \| \| --------- ----\|-----\|---------\|-------\|-----------\|------\| Interceed \|? \| 1989 \| \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| ATRISOLr \|? \|Pre-Clin \| \| \| \| =========================================================\| Notes: \| =========================================================\| # JNJ has worldwide marketing rights to INTERGEL \| # The old name for INTERGEL is LUBRICOAT I am guessing \| =========================================================\| =========================================================\| Part 3 \| =========================================================\| Millions of Applicable Operations \| Markets \| =========================================================\| Product \| Loc \| USA \|Europe \| Japan \|Canada\| ==============\|=====\|=========\|=======\|===========\|======\| Seprafilm \|Abdom\| 1.5 \| \| .185 \| \| Seprafilm \|Gyne \| 1.3 \| \| .185 \| \| --------------\|-----\|---------\|-------\|-----------\|------\| ADCON-L \|Lumb \| \| \| \| \| ADCON-P \|Gyne \| \| \| \| \| ADCON-T/N \|Nerv \| \| \| \| \| ADCON-A \|Abdom\| \| \| \| \| ADCON-C \|? \| \| \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| Repel \|Gyne \| \| \| \| \| Repel-CV \|Heart\| \| \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| INTERGEL \|Gyne \| \| \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| INCERT \|Rect \| \| \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| HylaGel \|? \| \| \| \| \| --------- ----\|-----\|---------\|-------\|-----------\|------\| Interceed \|? \| \| \| \| \| --------------\|-----\|---------\|-------\|-----------\|------\| Unknow \|? \| \| \| \| \| =========================================================\| =========================================================\| Part 4 \| =========================================================\| Removal of Adhesions:$1.2 Billion dollars in 1988 \| :440,000 procedures \| =========================================================\| USA - \| Adhesions 90% of 3.1 million or 2.8 mil. \| =========================================================\|

To: Eduardo Canto who wrote (88)	1/18/1998 4:55:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 328

Eduardo - <<Notice that BIOX filed a law suit that had absolutely no merrit against Anik right on the day that Anik was going to set the offering price for its secondary (http://biz.yahoo.com/bw/971125/anika_therapeutics_1.html). Quite a dirty trick,>> If this was their motive, I agree, it sucks. And was absolutely unethical. BTW - you do realize BMY has kept a drug called PAXENE off the market until the year 2004. Paxene is the equivalent of Taxol. Taxol is primarily used for Breast and Ovarian cancers. With their action, they have a 'lock' on this puppy. And they did this in the shitest of ways, Taxol, whose annul sales are around $800 million, was filed as an ORPHAN DRUG with respect to the K.S. indication. Yes - its legal - but not ethical or the intent of the ODS law. And lastly, nobody gives a shit. Regards, John