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Biotech / Medical : Novoste (novt) -- Ignore unavailable to you. Want to Upgrade?

To: Todd Hubbard who wrote (51)	3/14/1999 1:49:00 AM
From: Ben Wa	Read Replies (1) \| Respond to of 100

a fundamental short.

To: Todd Hubbard who wrote (51)	3/15/1999 7:48:00 AM
From: Zantac	Read Replies (1) \| Respond to of 100

Thanks for the analysis. I will reconsider taking a position in NOVT.

To: Todd Hubbard who wrote (51)	5/11/1999 8:24:00 AM
From: Oak Tree	Respond to of 100

In the long run, radiation for prevention of restenosis will work. What is not clear is whether the study that was done by Novoste was a good study. (was the radiation dose correct, was the size of arteries appropriate, should they have emphasized higer risk -- or low risk patients). These are all unknowns when the study was concieved. The longer antiplatelet treatment was needed (or recommended) because of thrombotic events in patients that were in the post-radiation stent arm. Of note, I don't think they have brocked the code, and the thromboses could have been in the control arm. Other studies have not seen the thrombotic complication of radiation, however most studies include longer anticoagulation than the original Novoste trial. The hypothesis is that the usual endothelialization was slower and there were therefore at a longer duration of risk of embolic event. I am inclined to want to short this stock as well in the short term -- long otherwise. Has anyone followed the options market on this stock -- is there any volume there? May be worth buying or selling some puts.