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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (565)	4/3/1998 1:51:00 AM
From: CalculatedRisk	Read Replies (1) \| Respond to of 4634

Bill, TAVA. I'm starting to sniff around ... is this Company a complete joke? They have 20.2 Million shares outstanding and 633K Warrants that they just called ... so the market cap is 20.8M X 12 3/4 = $265 Million. For a money losing operation with annual revenues of about $40M and poor gross margins! They have 200 Million shares authorized ... that is NOT a misprint. They are burning cash (IMO that is why they called the warrants - to raise cash for operations). They just converted all the preferred to common ... and employees exercised a boat load of options ... I smell a "death spiral" convertible coming! PlantY2Kone is a "methodology" for identifying and fixing embedded system problems. (What other Company hyped a "methodology" CD ... hint: Can you say Ardes2K?) This is the great product? I'm just learning the cast of characters ... it appears "C.K. Houston" is the company lackey ... check this post out: exchange2000.com "VERY likely" and "rumor" in the same post <g>! Best Regards, Bill

To: Bill Wexler who wrote (565)	4/8/1998 5:04:00 PM
From: Biojunkie	Read Replies (1) \| Respond to of 4634

Ever since this stock made its move up on heavy volume, I have looked into this company's science. What is interesting to me, is the difference between the perception and the reality. The perception is that their product is DHEA as an antiretroviral. This is further confused by the fact that some form of DHEA is sold in health food stores as a dietary supplement. Unfortunately, this DHEA is generally not bioavailable. Upon further investigation, there were studies conducted in the late 80's and early 90's that confirmed bioavailable DHEA's correlation with an antiretroviral effect. This was before the DISHA act of 1994 that enabled stores to sell the non-bioavailable form of DHEA. All that said, the reality is what HEPH describes in their latest public filings and releases is that their lead compound "Inactivin" is an analogue (PPB2) of the hormonal family of DHEA, and is ten times more potent than the bioavailable form of DHEA (which showed a 90% reduction in viral load, in a clinical study). Clearly, if the latest generation of "Inactivin" i.e. the analogue or "PPB2" is ten times more potent, one could expect a magnitude greater viral load reduction than the 90% seen in bioavailable DHEA. Add in the lack of resistance to multi-drug resistant strains, lack of toxicity and side effect profile, its simple regimen and relatively low cost purported by the company...sounds like it might be worthy of further analysis.

To: Bill Wexler who wrote (565)	4/8/1998 11:11:00 PM
From: Biojunkie	Read Replies (3) \| Respond to of 4634

Bill, Bill, Bill, Have you read any of the company's literature. It appears that a unique formulation of DHEA (not avaliable at your corner health food store) was researched and discovered to have a new mechanism of action in preventing HIV from replicating in it's host cell. In the company's literature it appears that this new way of stoping the virus from replicating involves naturally interupting the cells energy source needed by the virus to replicate. It appears that key hormones in the body or anologs of those hormones may inhibit cellular factors required by the virus to replicate. The technology appears to start with DHEA as a basis for studying this mechanism and finding more potent anologs that can be made to be more bioavailable and thereby effective. It screams MONOTHERAPY potential HOMERUN.