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Biotech / Medical : Don't Floss, You Lose - (ATRX) To the RESCUE. -- Ignore unavailable to you. Want to Upgrade?


To: John Starks who wrote (70)3/3/1999 6:58:00 PM
From: Arthur Radley  Respond to of 182
 
John,
I would refer you to the ATRX website so that you can get a detailed explanation of their competitors. The major competitor is the traditional method of scaling and root planing(SRP). As you probably know, this is a very painful method of treatment and why so many avoid any treatment for this condition. As for as non SRP treatments the one competitor is a product called Periostat. However, the problem with this treatment is that it is a pill and therefore becomes a systemic issue, where as, Atridox is applied to the tooth pocket as a gel, it solidifies and disperses the medication over a seven day period of treatment.

As for the issue of undervaluation. This is a mystery, considering the fact that approximately 50 million Americans have some form of periodontal disease with an estimated 7 1/2 million in current treatment. The total market for this disease treatment is $6.5 billion and for the first time, ATRX has a cost effective and virtually painless method of treatment. I personally think it is a case of Wall Street not having any data to support this new treatment and therefore not being able to project any numbers. When you consider, the previous treatment method was done by the dentist and there is no supporting data since it was done merely by a scalpel and his surgical talent and his fee for such treatment. Also, periodontal disease is not a "glamor" disease for Wall Street to discuss as compared to cancer and heart conditions and the treatments for such.IMO this is a sleeping giant and as more data is released to support the premise that periodontal disease is directly related to strokes, heart attacks, and other systemic diseases, ATRX will be in a position to take advantage of this market.

The website is : www.atrixlabs.com

I think you will find some interesting information.