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Author: dlcasey Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 160  
Subject: Re: Battle Hardened Biotech Investor Date: 11/15/1999 11:34 PM
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It seems to me the best use for this message board would be for physicians with different specialties to suggest products that
they feel are superior to their competitors and why. After that we can take it from there and look into the companies
financials and other products on our own.


Well put, and a great post altogether.

As a urologist, I will tell you "things that I know"...

I think that BCR (CR Bard) makes products that are time-tested and are the standard of excellence. Most of this is latex catheters and the like which I'm sure any physician in primary care up to specialty services uses from time to time if not more frequently. Check your local hospital...chances are that Bard catheters are on the shelves. Yea, some other companies make stuff that's good, but Bard IS catheters.

I also like BSX (actually I know little about the company per se, but their Microvasive urological division makes the best products (IMHO) for endoscopic stone retrieval, etc. I know their cardiovascular items have had some problems and have brought this company down, so caution is in order.

Urology is more of a "device" field, and therefore the medical biotech (i.e. AMGN, etc.) is not in the purview of what we (at least I) do most of the time. There is room for some things here though. Chronic pelvic pain/prostatitis is a difficult to treat inflammatory condition that may have some TNF/immune modulatory cell causes. Therefore some of the newer pharms may show some promise in this area too, though research studies are typically slow to react to new drugs--prostatitis is a problem because it's a medical disease treated by surgical specialists...ergo the slowness to recognize medical breakthroughs that may potentially be helpful. IMNX has Enbrel (I think that's right) that initially was touted as a potential big thing in treating this condition, but I've heard nought about this in 6 months...not to say that work isn't ongoing, but 10 to 1 it isn't...could be wrong.

As far as the standard pharm companies, I find PFE to be the big player in urology. SGP really only has Flutamide (Eulexin) and I rarely use it in favor of Zeneca's Casodex. Abbott's Japanese partner Takeda (known as TAP) markets Lupron, a commonly used prostate cancer hormonal therapy. Abbott also has merged with Alza, who has Ditropan XL, a very good drug for treatment of urgency and urge incontinence. A competitor drug is Detrol made by PNU...6 one a half dozen the other, probably...

So there are just a few things off the top of a urologists head. Study if you will. I disclose owning AMGN and PFE of the items I discussed.

Best of luck!

dlc
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