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Biotech / Medical : OSI Pharmaceuticals (OSIP) - formerly Oncogene -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (40)	5/28/1999 12:07:00 PM
From: JFitnich	Read Replies (2) \| Respond to of 447

FWIW, Mike King at BBRS has picked up Freudenthal's (anyone know where he went) previously dormant coverage of OSIP. He has been putting out regular updates as the news has warranted. If I can ever get my Adobe Acrobat working correctly, I'll post some summaries for the board if anyone cares. I remember you had said in the past, that King was one of the few analysts whose opinions you valued. Good Investing, JF

To: scaram(o)uche who wrote (40)	5/28/1999 9:53:00 PM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 447

<< Don't know. But, I wouldn't be surprised to see some hostile deals in the making.>> Not that I am promoting acquisition or any similar speculation (far away from), but I will characterize current PFE-OSIP relation as silence and friendly control of R&D department. I guess hostile deals will not be necessary. For instance lets look on last two news: 1. First PFE license to OSIP compounds (EGF/VEGF) for psoriasis. 2. OSIP clearly said that they will applied Anederm technology to develop topical formulation. 3. Two days later PFE is investing 50 M in Anederm (6 years). SO, it seams that PFE is indirectly sponsoring psoriasis drug development, as a gift for long and productive collaboration. I almost believe in this my words.... Miljenko