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

To: Rick Strange who wrote (445)	2/3/1999 8:12:00 AM
From: Ariella	Respond to of 1386

Rick -- I can always count on you to make exceptionally well-informed posts. Your knowledge of the industry is a big asset on this thread. The Sepracor "sound bite" (ICE) you identify certainly makes what they do understandable in a very short time, doesn't it? What would the PARS version read like to you? As for my "begging the question," I'm smiling a little because my post seems quite neutral to me. If PARS were $5/share, would you have read in a criticism? Ariella ;-)

To: Rick Strange who wrote (445)	2/3/1999 8:28:00 AM
From: RockDoc	Read Replies (1) \| Respond to of 1386

I think Rick has made a cogent comparison between the two companies. PARS really has a different core competency. That is the development of unique drugs from compounds that already exist (vs. enhancing "drugs" that already exist). Its best chance to break out is with the development of a blockbuster drug a la HU211. We have a safety net with Alrex, Lotemax and LE Tobra. None of us who bought in at this level will lose our shirts; we will all make modest returns on our investments. If HU211 hits, it's a whole other story, and one that we all would love to see! The only exception I see is the tamoxifen analog. It appears to be a promising enhancement of an already blockbuster drug. We are still many years away from knowing what it will do.