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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE -- Ignore unavailable to you. Want to Upgrade?

To: Scott H. Davis who wrote (409)	2/13/1999 6:37:00 AM
From: Arthur Radley	Respond to of 613

Scott, The data on Yahoo! is not correct. The analyst that skewed these results recently came out with a buy on the stock(Dillon Read)and this is not reflected in this data. He originally didn't have any projection for Atridox in his 1999 projections as it was only approved late last year. Also Block Drug who is marketing the drug didn't give him any numbers as to the potential sales of the drug, but they are now giving projections. The key to ATRX will be the trend shown in the earnings release coming up either next week or the following week and then the real kicker will be the 1st quarter's report in 1999.

To: Scott H. Davis who wrote (409)	2/13/1999 1:53:00 PM
From: Arthur Radley	Respond to of 613

Concerning ATRX and the Yahoo! data, the Barron's data is more current and they have ATRX projected earning .44 cents this year(1998)and .61 cents for 1999. If these numbers are correct, then the 1999 number would be a near 40% growth rate and if you discount this to a PE rate of only 30, then ATRX is currently trading at a 50% discount. I think the projected numbers are too low for 1999, if what I'm hearing from the dentist community is true. Regardless, a biotech with actual earnings is a abnormality for me.(:>)