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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (4269)	3/8/1998 6:54:00 PM
From: Rocketman	Read Replies (3) \| Respond to of 9719

Got enough in the kitty for 173 shares of SEPR @ $37 3/4. Why wait? Rman

To: Vector1 who wrote (4269)	3/8/1998 9:38:00 PM
From: Andreas Helke	Read Replies (1) \| Respond to of 9719

The company that is currently at the top of my to buy list is Anika Therapeutics Inc. (ANIK) I consider the company to be suspiciously cheap but maybe its simply an overlooked small cap. The main reason that so far has prevented me from buying is the lack of buying power at my Datek account. The most important new product is probably Orthovisc. This is a hyaluronic preparation for the treatment of ostheoarthritis. The Orthovisc PMA has been filed in december. From Yahoo, Zacks and the companies 10Q files: sec.gov Anika Therapeutics, Inc. Notes to Financial Statements (1) Nature of Business Anika Therapeutics, Inc. (the "Company") develops, manufactures and commercializes therapeutic products and devices intended to promote the protection and healing of bone, cartilage and soft tissue These products are based on hyaluronic acid (HA), a naturally-occurring, biocompatible polymer found throughout the body. Due to its unique biophysical and biochemical properties, HA plays an important role in a number of physiological functions such as the protection and lubrication of soft tissues and joints, the maintenance of the structural integrity of tissues, and the transport of molecules to and within cells. The Company has been developing HA and HA based products since 1983. The Company's currently marketed products consist of ORTHOVISC , which is an HA product used in the treatment of some forms of osteoarthritis ("OA") in humans and HYVISC , which is an HA product used in the treatment of equine osteoarthritis. ORTHOVISC is currently approved for marketing in Canada and Europe; in the U.S., ORTHOVISC is limited to investigational use only. The Company manufactures AMVISC (1) and AMVISC Plus , which are HA products used as viscoelastic supplements in ophthalmic surgery, for Chiron Vision, a subsidiary of Chiron Corporation. The Company is currently developing INCERT , which is an HA based product designed for use in the prevention of post-surgical adhesions. In addition, the Company is collaborating with Orquest, Inc. to develop OSSIGEL , an injectable formulation of basic fibroblast growth factor combined with HA designed to accelerate the healing of bone fractures. Market cap $67.3 million, recent price $8.875, 12 month range $5 - $10.75, Trailing 12 months PE 22.99, PS 1.63 Earnings/share 1997 0.34 1998e 0.32 1999e 0.48 There are currently 2 analyst recommendations as moderate buy. One of them has a 5 year earnings growth estimate of 30%/year. The SI thread Subject 10956 is not linked to the chart and profile witch is also available under the ticker ANIK. Andreas

To: Vector1 who wrote (4269)	3/8/1998 11:13:00 PM
From: jonathan romanowsky	Read Replies (2) \| Respond to of 9719

I have become a recent reader of this thread. Thank you all for the education in this sector. Let me rally behind your invitation for a company. I would like to open up the discussion around Heartport. First, I am not sure if this portfolio is against investing in device companies? If not, then Heartport may be a good fit for a long term investment. The market for heart surgeries is HUGE (More than 1MM per year in the US). Also, they are all done by 2000 heart surgeons that Heartport is getting in bed with. These doctors are becoming more comfortable with the Heartport system. The stock has been hit hard for not meeting doctor adoption projections. They were probably to high to begin with. Now, the stock may be undervalued because the big market is still there, doctors have more evidence that this procedure is effective and patient testimonies are being heard more and more. Thus, I recommend discussing whether this would be a good fit in the portfolio. Thanks again for letting me learn from you... Jonathan First time threader

To: Vector1 who wrote (4269)	3/8/1998 11:13:00 PM
From: jonathan romanowsky	Respond to of 9719

I have become a recent reader of this thread. Thank you all for the education in this sector. Let me rally behind your invitation for a company. I would like to open up the discussion around Heartport. First, I am not sure if this portfolio is against investing in device companies? If not, then Heartport may be a good fit for a long term investment. The market for heart surgeries is HUGE (More than 1MM per year in the US). Also, they are all done by 2000 heart surgeons that Heartport is getting in bed with. These doctors are becoming more confortable with the Heartport system. The stock has been hit hard for not meeting doctor adoption projections. They were probably to high to begin with. Now, the stock may be undervalued because the big market is still there, doctors have more evidence that this procedure is effective and patient testimonies are being heard more and more. Thus, I recommend discussing whether this would be a good fit in the portfolio. Thanks again for letting me learn from you... Jonathan First time threader