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Microcap & Penny Stocks : Pharmos(PARS) -- Ignore unavailable to you. Want to Upgrade?

To: yosi s who wrote (1157)	8/20/1998 11:04:00 AM
From: Filbert	Read Replies (1) \| Respond to of 1491

Just to chime in a bit on the sales growth, most new prescription releases have a sort of "hockey stick" type of growth pattern. The slopes obviously vary with the overall acceptance, but there is the sort of "trial" period that (I think) Ariella and yosi referring to with the samples and the prescribed use by innovators and early adopters, and then the bolus of use increases based on the early results. Hopefully we'll have a "hockey stick" with a sharp angle <G>. Of course, some of this depends on Bausch & Lomb, but they need the revenue too. There are obviously exceptions to this, Viagra and nicotine patches were huge at the beginning, with nicotine patches eventually leveling off to their predicted market size. Viagra looks like a behemoth though. Those two products were a little different though. They were like "consumer pharmaceuticals" really, geared towards someone going in and asking for a drug for a specific need. AIDS treatment was different as well because those people are dying, and just about anything that can help is being used, but I'm rambling . . . I think that given Pharmos' plan to design to minimize side effects, the drugs that they develop stand a good chance of being very well accepted and garnering good market share if they are successful in that part of their drug development. That's why I own the stock. Hope we are all correct. Filbert

To: yosi s who wrote (1157)	8/20/1998 11:27:00 AM
From: Ariella	Respond to of 1491

The stock has cracked below $2 this morning, but I have just spoken to PARS and am told the following information: Lotemax, operating in a $100 million market, is currently at 70% of the product launch expectations BOL and PARS set for it. BOL offers two explanations: first, the summer is in general an off season for elective surgery and, therefore, for glaucoma surgery; second, that a lot of post operative kits are sold in bulk so surgeons already have kits stocked. Therefore, the company has to see those supplies diminished somewhat before its own order patterns have a chance to speed up. Alrex, operating in a $250 million market, is at 100% of the product launch plan set by BOL's marketers even without the co-marketing partner officially announced. The first HU-211 paper will be presented at the Seattle Congress of Neurosurgeons, which goes from Oct. 3 to Oct. 8. The company is in the process of making changes in outside PR agencies. Though the person would not state the timing on the record of such changes, I got the feeling they were going to take place pretty soon. This squares with information I have been given by contacts following PARS from Israel and suggests more aggressive PR work to coincide with the HU-211 papers. ------------------------------------------------------------- I have said in previous posts that the stock might backtrack under $2 before the HU-211 information was released because it's rather common for biotechs to sell off prior to announcements. Understandable silence from the company, which is focussed on the unblinding and the rollout of existing drugs, gets read through a prism of nervousness, which begets nervousness. The shorts shake the trees too. In the absence of negative news, though, this is an opportunity to pick up incredibly cheap shares. --Ariella