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To: Char who wrote (25504)12/10/1998 11:01:00 AM
From: JustInTime  Read Replies (1) | Respond to of 119973
 
OXHP is running. The takeover of Prudential HMO by Aetna is probably going to drive OXHP up as well as a potential takeover target. ...



To: Char who wrote (25504)12/10/1998 11:02:00 AM
From: QKAnd  Respond to of 119973
 
I think the fatal mistake we made on ASTM was thinking we would get the GERN like performance after a 100% runup day. we were simply a day late. Got it at 3.5 and barely got out at 3 3/8



To: Char who wrote (25504)12/10/1998 11:03:00 AM
From: r. c. cummings  Read Replies (2) | Respond to of 119973
 
My sentiments exactly. Nothing has changed here but the publicity. All you need is a feature in the NYTimes on Sunday (best a feature on all this new cancer stuff in the magazine) and you will awake some monday morn with a GERN-like gap that will make you very happy.



To: Char who wrote (25504)12/10/1998 12:00:00 PM
From: TheAlaskan  Read Replies (6) | Respond to of 119973
 
Char, you are right..

I just got off the phone with Todd Simpson, CFO of ASTM (talked for over 1/2 hour)

There is NO COMPETITION to their two kits (cord blood and bone marrow) that could be on sale in Europe as soon as next month! The instrument is already approved (made by Seamed) and the therapy kits are a corroboration of component companies(LTI, Immunix, Biolittaker(sp)). Company is ready to sell! Technology is here and proven.

The only competition is the traditional process which is a one for one cell transplant. ASTM is a one for ten or more transplant. Exponentially superior and cost effective...but get this...price will stay same price due to pent up demand.====major profit.

Catch this each bone marrow procedure is $10k to $15K a crack and a market of 50,000 procedures in US and Europe annually. Cord blood kit is 500 to 100 procedures and is only limited by supply (exponential growth). Company figures another $10k to $15K a crack..
Do the math. They start selling in Europe as soon as next month. No production problems--all ready to go.

Their procedure basically removes a small amount of cells form the donor/patient. Grow them and put them back in.
Bone marrow donors now only give milliliters instead of a quart (ouch)
Rare cord blood (there are now three donor banks set up around US) is not prevalent and is gathered in small amounts. ASTM procedure takes a little cord blood, grows it and sells it for the same amount as if it was the real thing (because it is).

Company is also free to deal with who they want. No relationship with Cobe or RPR which wanted to limit ASTM to a small niche. ASTM believes tech can have many applications that will replace current procedures in many areas. They believe that their cell growth patents will allow them to reach beyond the current bone marrow/ cord blood focus .

They are not scheduled to present at investors forum on cancer in Seattle. They will attend if invited.

Major shareholder..Kaufmann Fund.. in weekly and daily contact..very excited.

FWIW I think there is more play than currently meets the eye. Todd was cool and a matter of fact..I did not detect hype and he was straight forward with my questions.

I just bought in.

The Alaskan