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

To: Rick Strange who wrote (1119)	8/26/1998 8:16:00 AM
From: CMason	Read Replies (1) \| Respond to of 1223

Rick, I took another quick look at the Advisory Committee transcript, and I don't see any six month endpoints mentioned. Either the Post was looking at a new study, or they got it wrong. ORG needs to have strong outcomes data showing Apligraf superior to conventional treatment, or they will not be able to convince docs to use, or managed care to reimburse. This is what is responsible for the miserable Canadian results one year after approval. Given that they would have taken their most powerful data to the Advisory Committee, superior outcomes at less than one year may be difficult for them to prove. If so, Apligraf will generate virtually no sales in the US or any other market, and ORG's stock will fall to the low single digits. Regards, CMason