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Biotech / Medical : Depotech(depo) -- Ignore unavailable to you. Want to Upgrade?

To: Bob Barels who wrote (801)	4/8/1998 12:25:00 PM
From: techbull	Respond to of 887

In one respect you are right. If Depo does not get FDA approval for DepoCyte, I will find it very hard that the company will be viable very far in the future. However, If DepoCyt is approved this will give the cash flow DepoTech needs to complete development for a number of highly desired products. I appreciate your diligence in tracking the news for Depo, and I assume that by your feelings stated in the post that you no longer have a financial stake in the company. Then of course, it is perfectly sound for you to state your criticizm. For me at least, I am willing to wait and see what happens with DepoCyt. Small price to pay if the FDA approves it and all of a sudden DepoTech has the independence it needs. DepoMorophine comes on the horizon next year and Depo is now a 250-500MM company. Yeah, I'll wait a bit longer.

To: Bob Barels who wrote (801)	4/8/1998 3:54:00 PM
From: StockDoc	Read Replies (1) \| Respond to of 887

Thanks for the news, this fact-based analysis and stock price projection of DepoTech sounds right. They still have some investor money to burn (i.e., redistribute), and then that's it. Assume DepoCyt gets approved (and I win the California lottery tonight) and sells 15 M/year (2500 patients/year, $ 6000/patient ?). 50% of that (remember, Chiron takes the other half) is not enough to keep them in business. Then comes the sucker, and then what? If anyone is dreaming out there, DepoMorphine will not make it. It can't be titrated and therefore too dangerous for postop analgesia. Patient controlled analgesia will knock it out in the first round of comparative trials on safety. Hey Bob, let's go somewhere else. Any good ideas? Did you hear something exciting at the meeting? StockDoc