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Biotech / Medical : Essential Therapeutics (ETRX) formerly Microcide (MCDE -- Ignore unavailable to you. Want to Upgrade?

To: John O'Neill who wrote (31)	3/3/1998 7:46:00 PM
From: Pseudo Biologist	Respond to of 415

John, regarding <<Has anyone had the chance to call Mat Hogan regarding competition?>> No, but the detailed Merrill Lynch report included with the MCDE info packet has a section on competition (page 12). The analysts distinguish two kinds of competition 1) small companies and 2) major pharma with significant antibiotic programs in the market or in development. For 1) they list ABTI, CBST, GENE, HGSI, INCY, MAGN, MEDI, Micrologix, MLNM, PGNS, and XOMA (yes, George, Merrill does know Xoma exists -g-) For 2) they list ABT, AHP, BMY, Bayer AG, Daiichi, Fujisawa, GLX, HMR, LLY, MRK, PFE, PNU, RPR, Roche, SGP, SBH, WLA -- of course, here some are collaborators too (PFE and Daiichi). There is overlap, not 100%, with the list I posted a few days back. PB