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

To: arnie h who wrote (768)	5/10/1999 6:03:00 PM
From: Zvi Steinberg	Read Replies (1) \| Respond to of 1386

Based on past experience, the stock will start moving only when a major event will take place: A partnership announcement at very favourable terms, and/or the onset of profitability. (Recall the BTGC breakout, and PARS performance in 1995). The good news is continuing improvements and the opportunity to continue accumulating at these price levels. Zvi

To: arnie h who wrote (768)	5/10/1999 9:46:00 PM
From: LLCF	Read Replies (1) \| Respond to of 1386

<At this point, the cash on hand doesn't seem enough to go very far without another infusion unless a money infusing deal is made fairly soon for HU 211. This seems unlikely in the face of the current and persistent amount of short selling. Fortunately, they did structure a reasonable financial arrangement so no serious disruption seems around the bend.> Not to be arguementative, but what does the short selling have to do with a deal with HU 211? Then you're saying they need an infusion, but already have it set up? On a brighter note, IMO the earnings couldn't have looked much better, and I'm starting to think this one might actually be a big winner! Why? 1.) I love the low market share that the Lotemax(5.2%) & Alrex(6.6%) sales represent. With BOL behind the marketing (vs Pars) there is no reason these sales %'s can't go up 5X or more. This would cover current burn and stabilize the company. 2.) "March sales, while also affected by seasonal patterns, were nearly three times larger than those in January." 3.)"development of our third ophthalmic product remains on schedule for an NDA filing this year and a product launch in 2000" 4.) I think it's clear now that PARS will be able to "scrape by" (even if it means delaying research) which gives them nice leverage in their HU 211 partnering effort. DAK

To: arnie h who wrote (768)	5/11/1999 5:07:00 AM
From: David Lindblade	Read Replies (1) \| Respond to of 1386

Arnie, I thought the news was pretty encouraging. It takes a long time to launch products in any industry. Given this relatively new arrangement between PARS and BOL, I thought the results were about where you would expect them to be. I don't recall the Company's predictions but projections in the first year of a launch are impossible to call reliably - there are way too many unknowns. What we need is for 2Q and 3Q to show similar growth - that will make believers out of the institutional investors. Nothing in the press release on timing of a HU 211 partner. We keep hearing summer on the threads. Do you think it is significant that they did not elaborate on a time frame?