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Biotech / Medical : Pharmos (PARS) -- Ignore unavailable to you. Want to Upgrade?

To: Ariella who wrote (410)	1/9/1999 2:45:00 PM
From: Tony van Werkhooven	Respond to of 1386

Ariella & Dr. De Castro- I agree that it would be nice to see some sort of "progress Report" from PARS. Frankly, I would be very happy see see only some comments on the revenue side, with an assesment of penetration progress of ALrex and Lot. Preparation of a preliminary earnings report would, I suspect, be time consuming on the part of management. At this point, the real issue is the sales growth curve. Also, an update re. marketing to the allergy market- is this getting done? Filing for Europe - when? Revenue growth is the real issue- earnings will follow. Tony

To: Ariella who wrote (410)	1/9/1999 7:42:00 PM
From: crysball	Read Replies (1) \| Respond to of 1386

TIMING IS EVERYTHING Ariella, Yosi, Zvi, et al, Given the limitations [few people spread thinly],.....PARS management needs to be encouraged to issue (or reissue) a Time Phased 1999 plan listing objectives in chronological order. PARS managment also needs to become sensitive to the timing of announcements (as other posters have mentioned this I'll not belabor the point), but as the clock ticks down to a Strategic Partnering announcement and other milestones the timing in context to the overall market conditions will be very important. A SIDEBAR My impresssion of B&L is a lethargic, slow on its feet Product Marketing organization, which can't get it's product launching engine going and we shouldn't count on them for any 'good news'.....in the near term. B&L may may have inertia, but they are very slow to come up to speed........they still haven't touched Optometrists (who can issue RX's). They appear to have made a disaster of their acqusition of Storz OTC products (like Ocucoat a & OcucoatPF).....and they apparently dragged their feet in negotiations with PARS on Europe. BACK TO THE MAIN THEME PARS stckholders need some reasons to continue to be patient. A reiteration of a 1999 event calendar (with some rough time frame approximations) is not too much to ask of management.