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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: BRAVEHEART who wrote (418)1/15/1999 1:48:00 PM
From: BRAVEHEART  Respond to of 1073
 
Hi Gang,

Scratch ARNX. It appears to have been way overvalued historically ( charts ). The product market size for the NDA is a only few thousand. It's potential other indications suggest a market size of 1 million. But we are talking many indications ( smaller markets ) and many clinicals later. For the P-3 product it is 300,000 globally. Early results were encouraging but I wouldn't expect too much. Besides the stock is currently under dilution from a offering.

BEST WISHES
LONE WOLF



To: BRAVEHEART who wrote (418)2/4/1999 4:55:00 PM
From: BRAVEHEART  Respond to of 1073
 
Looks like Atragen recieved a warm response to the FDA consideration. I don't get it. Maybe I am missing something. To me the market potential looks rather small. Is anyone familiar with Atragen?

Aronex Pharmaceuticals Receives Acceptance of NDA for Atragen(R)

biz.yahoo.com

LONE WOLF