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Microcap & Penny Stocks : Tokyo Joe's Cafe / Societe Anonyme/No Pennies -- Ignore unavailable to you. Want to Upgrade?

To: TokyoMex who wrote (29569)	12/16/1998 11:04:00 PM
From: Bradpalm1	Read Replies (2) \| Respond to of 119973

To All: Many have questioned the validity of the ASCT buyout rumor by WLA (Parke-Davis) proposed earlier today by TM via e-mails to SA members and on this thread. I examined the plausibility of the rumor as it relates to the companies involved, their products, their goals as can best be determined and the current dynamics of the managed healthcare marketplace. WLA is a second tier but growing pharmaco who've recently prospered due to the tremendous success of their cholesterol-lowering agent Lipitor and less so due to the relative success of their Rezulin and Accupril products. They've recently released Omnicef, a once-a-day antibiotic which comes in a pleasant tasting strawberry pediatric suspension and Celexa, a new SSRI anti-depressant. WLA's drug pipeline is otherwise not too remarkable and they lack a large sales force comparable to companies such as PFE and MRK. They most recently have gone into marketing some OTC homeopathic remedies under the label of Quanterra products and a sales manager had told me that the company was exploring entering the pediatric marketplace last September. Those that have done some DD on Ascent Pediatrics (ASCT) know basically what the company is all about and so I won't reiterate it here. You should know that they currently successfully market Feverall and Pediamist and plan on releasing Primsol, a sulfa antibiotic and Orapred, a pleasant tasting prednisone product next year. Recently they broke a four year copromotion agreement with BMY to market the antibiotic Duracef in favor of a agreement with WLA to copromote their Omnicef. Due to this agreement they increased their sales forces by 34% in anticipation of the success of this antibiotic within the pediatric population and the release of their two new products next year. As I said before, ASCT is certainly a plum to be picked by any company wishing to expand their sales force (such as WLA), focuses on an specialty marketing (pediatrics) and wishes to aggressively broaden their customer base with a brand new and exciting product (Omnicef). WLA learned about marketing from the best drug marketers in the world when they copromoted Lipitor with PFE and their reps have often told me that they aimed to grow as marketers of products in the future. The fit between the two companies certainly works and would make sense if ASCT were looking to be acquired by a thriving and growing company. I gave this recommendation to Joe last evening and I strongly believe that in conjunction with the actual buyout rumor, this is a great potential intermediate play. Bradpalm1

To: TokyoMex who wrote (29569)	12/16/1998 11:11:00 PM
From: cool	Respond to of 119973

24 hr gold price chart kitco.com

To: TokyoMex who wrote (29569)	12/17/1998 6:53:00 AM
From: alruss	Respond to of 119973

TALK Fron H. Greenberg Then there was the Tel-Save (TALK:Nasdaq) item, which pointed out that the company was reselling advertising space on its America Online (AOL:NYSE) site. Considering the company's cash-burn rate, was it doing something desperate to raise cash? Outgoing CEO Dan Borislow called yesterday to say that the space being sold is merely blank space on the company's billing page. "That's valuable ad space," he said. What's more, he emphasized the company is flush with cash and doesn't expect that to change next quarter, as this column suggested. He also said that as the result of "smart financial maneuvers," Tel-Save has received the near equivalent of "a free ride" on AOL. While the company has shelled out roughly $200 million to AOL, he says it has recouped $165 million through $70 million in breakup fees from a busted takeover, the repurchase of $150 million of debt "for half price" and the ability to raise $50 million in debt "at an extremely attractive rate that adds tremendously to our book value. So, we bought an annual run rate of revenues of $260 million for $35 million." Borislow, who remains Tel-Save's largest investor, leaves the company in two weeks. He says he probably also will leave the board.