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Biotech / Medical : Sonus Pharma (SNUS) ? Opinions -- Ignore unavailable to you. Want to Upgrade?

To: David S. who wrote (205)	2/4/1998 2:51:00 PM
From: Raptor	Read Replies (1) \| Respond to of 384

David is correct that the SNUS press release was wildly misleading, that in fact the case was thrown out for jurisdictional reasons. I am not fighting a holy war here, as I own both stocks (MB and SNUS). I bought MB first due to 1) its smaller market cap, and 2) its earlier approval. As I saw the stock fade away, I did much more work, and I have to conclude that the market has SERIOUS misgivings about MB's patent position. It appears that MB could lose it all if they are shown to infringe on SNUS patents, and fights it all the way, rather than pay a royalty to SNUS. On the other hand, I don't believe MB has any claims against SNUS for infringement. SNUS may have a patent problem with Nycomed, but the market clearly believes that MB is far more at risk than SNUS on the patent issue. I agree. MB is therefore much higher risk, and possibly a higher reward. SNUS just seems (seemed, before today) the safer play.......

To: David S. who wrote (205)	2/4/1998 3:01:00 PM
From: Raptor	Read Replies (1) \| Respond to of 384

On the subject of "sent back for more information" I understand that SNUS unilaterally provided additional information in October regarding use of the product in very sick patients, in an attempt to gain a broader label...they believe that this has caused the slight holdup in the approval...