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Biotech / Medical : Biotransplant(BTRN) -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (100)	10/5/1998 9:42:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1475

TD: Nope, I don't follow LFCL. I see them out there on the periphery all the time, but I've never taken a close look. What's an acellular dermal graft, other than something radically different than the approach of ATIS, ORG, et al.? Is it a pharmaceutical, or a dressing? This is important to consider..... what type of approval did they get for this first product? "AlloDerm is a decellularized nonimmunogenic connective tissue graft derived from donated human dermis. Through a patented process, cells that would cause rejection of the donated tissue are removed and the essential matrix characteristics of the tissue are preserved, such that the patient's body will accept AlloDerm as its own tissue. When transplanted to a patient, the AlloDerm dermal matrix is incorporated into the surrounding tissue and is repopulated with the patient's own cells. Moreover, the AlloDerm matrix guides the new cells to remodel and maintain the matrix, establishing a new functional living tissue." I'd check to see what sort of approval they got. I have no reason to suspect anything, but there's a company (not LFCL) that conducted a huge trial with a copper compound for wound healing..... the trial failed, but they got an approval for the product as a dressing. That is, they got approval for yet another bandaid. Their original "approval" PR was of just a tad questionable ethics, as it referred to the approval but failed to mention the failed trial. I am not implying that LFCL is in the dressing business rather than in pharmaceuticals, and I like the business of extending platelet life. Good luck! Rick

To: Arthur Radley who wrote (100)	10/5/1998 12:09:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1475

TD: One comment...... >> I've voiced my opinion about the latest deal, but had no affect on the die-hard Robinson believers. << Given good prospects and at a certain point, it's often wise to get off an SOB's case and join his team. I've been critical of Lgand for two years, as Robinson has abused his own shareholders to build breadth in the business. As a result, the upside is now necessarily distributed over many more shares, those sold to pharmas, etc. Those that invested two years ago will never see that 10X that they dreamed of. They were naive. However, that doesn't mean that it's a bad investment going forward. It's certainly not on my top ten list, but it's got potential. Bottom line on Robinson.... he has not sought money when money was easy to get. Instead, he has opted for debt (Glycomed's and Lgand's very own) when money was scarce. Rick