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Biotech / Medical : NEXL -- Ignore unavailable to you. Want to Upgrade?

To: Kashmir who wrote (1330)	4/1/1998 7:04:00 AM
From: Augmeister	Read Replies (1) \| Respond to of 1704

I spent some time listening to yesterday's conference call and came away with two major themes. First, this company wants to make money and increase shareholder value. They have refined the portfolio to target the products can be delivered quickly to the marketplace and have the greatest market impact. Secondly, I was impressed at management ability to restructure the Columbia deal in such a way that they would not loose the relationship or the products being developed. As part of the new deal, VMRX threw in the Vimryxn studies on brain gloma and the topical treatment for epidermal therapy. IMHO, Columbia sees more value in having a piece of these businesses than what was agreed to in the old deal. That in itself is serious validation. I am impressed by the speed in which the restructing of the Columbia deal took place and it bodes well for both parties. Oh yes, Columbia threw in the RAGE technology to boot! We have all been carping about the lack of institutional coverage. One caller was from First Albany and another was from Prudential securities. Both seemed very familiar with company activity and "Dick" Dunning. Who knows who else was listing? Dunning is delivering. All we need is a green light from FDA on Isolex.