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

To: Andreas Helke who wrote (4271)	3/9/1998 1:38:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

Andreas, thanks for the post on ANIK. Hyaluronic acid (HA) is I believe the same compound which Genzyme based their anti adhesion products Seprafilm and Sepragel. Sepragel was not appoved by the FDA and GENZ has ceases development of that product. Even though it has been approved Seprafilm has so far been a disappointment in terms of sales growth. The company doesn't report Seprafilm sales separately yet but sales probably did not exceed $10 million this year. Surgeons are generally a conservative group and adopt new procedures very slowly. In addition in the current environment reimbursement can be difficult even though anti-adhesion therapies save money in the long run given the high cost of emergency room care and the cost of new surgery to remove adhesions. Do you have a view as to how well ANIK's product compares to Seprafilm in terms of -efficacy -cost effectiveness;and where are they in the approval process. V1