Message-ID: <24209680.1075840982876.JavaMail.evans@thyme> Date: Sat, 19 Jan 2002 12:39:35 -0800 (PST) From: bounce-otcjournal-3119263@lyris.otcjournal.com To: h..lewis@enron.com Subject: The BioTech Revolution- Profits Imminent in the 1st Decade of this Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: quoted-printable X-From: "OTCJournal ListServer" X-To: Lewis, Andrew H. X-cc: X-bcc: X-Folder: \ExMerge - Lewis, Andrew H.\Deleted Items X-Origin: LEWIS-A X-FileName: andy lewis 6-25-02.PST If you are reading this message in plaintext or if you have an AOL address = you must click on this link: http://listserv.otcjournal.com/otcjournal/2002= 0119-1.html and wait for a web page to automatically open up to properly r= ead this newsletter.=20 [IMAGE]=09=09[IMAGE][IMAGE]=09 [IMAGE]=09 [IMAGE] January 19, 2002 [IMAGE] [IMAGE] Volume V, Issue 6 [IMAGE] = Email : info@otcjournal.com URL : http://www.otcjournal.com To OTC Jou= rnal Members: [IMAGE] Special Note [IMAGE] Many of you may have notice= d Wednesday's edition of the OTC Journal did not arrive in your inbox until= Thursday or Friday. There seems to be delivery challenges on the Internet = which may be related to the recent demise of @Home. You can always visit ht= tp://listserv.otcjournal.com to find our most current edition before it ar= rives in your mail. Please save this web address in your favorites on your = browser. [IMAGE] The BioTech Revolution- A Leading Group For the First= Decade of the 21st Century [IMAGE] Vast fortunes were accumulated in th= e 80's and 90's as the computer evolved into an integral part of our daily = lives. Companies like Microsoft, Cisco, Oracle, Intel, Sun Microsystems, an= d Dell Computer yielded massive profits for shareholders during the twenty = five year meteoric growth phase of this industry. The BioTech industry is= poised to provide those same kind of returns in the first decade of the 21= st Century. The fruits of innovative research will propel more new drugs to= market than ever before. The paradigm has shifted from technology/internet= companies to BioTech. Serving as evidence of this paradigm shift is the = recent "rebalancing" of the NASDAQ 100. Thirteen companies were booted off;= all of them technology. Of the thirteen newly added; eight of them are Bio= Tech. During the 10 year period between 1976 and 1985 the FDA approved ju= st 198 new drugs. Last year alone, the number of new drug approvals skyrock= eted to 160. That figure is expected to climb even higher in 2002. At prese= nt, an astonishing 643 new pharmaceuticals are nearing the final stages of = the FDA's testing and approval process according to a recent report prepare= d for the US Government. Enormous returns are likely for investors in the r= ight companies as some of these 643 new therapies come to market. [IMAG= E] Factors Fueling the BioTech Revolution [IMAGE] [IMAGE] The chart of th= e biotech index reveals a 53% climb to the upside from the September low to= the early December high. Stocks have given back ground recently as company= guidance for the immediate future is sobering. This "reality" correction o= f the last three weeks has yielded a 50% retrenchment in the biotech index,= suggesting entry levels are becoming attractive again. The BioTech revol= ution is being fueled by many factors. Expedited FDA Approval procedures we= re implemented during the Clinton Administration, reducing the average clin= ical testing period from 15 years down to 5 years. In addition, the recen= t breakthroughs in Human Genome Mapping have provided bio-scientists with r= evolutionary new tools to aid in identifying the underlying causes of disea= se and help accelerate the pace of the development of potential cures. Comp= anies like Human Genome Sciences (NASDAQ: HGSI) are providing bio-scientist= s with exciting new tools to help speed the development of revolutionary tr= eatments. While it is estimated the FDA approval process requires an inve= stment north of $150 million, the return on investment associated with a su= ccessful new drug introduction is staggering. 40% to 50% of new drugs makin= g it to Stage III clinical trials never get approved, but successful approv= als can generate billions in profits for drug companies. In other parts o= f the world, barriers to entry are more relaxed for new drugs, causing incr= eased competition, lower margins, and lower profits. Patent protection and = stringent FDA requirements still keep the US pharmaceutical market position= ed as the most coveted in the world. [IMAGE] Potential Major Breakthrou= ghs [IMAGE] The following is a list of potential major breakthroughs for 2= 002: ViroPharma (NASDAQ: VPHM): The Common Cold. ViroPharma is developing= Picovir, purported to be the magic cure for the common cold. The company s= pecializes in novel therapeutics for the treatment of diseases caused by RN= A viruses. Such viruses are responsible for a host of common disorders, inc= luding certain types of meningitis, hepatitis, and the common cold. Many an= alysts feel an approval could be coming late this year for Picovir. Maxim P= harmaceuticals (NASDAQ: MAXM): Cancer Therapy. The Company's lead drug cand= idate, Ceplene?, is currently being tested in Phase 3 cancer clinical trial= s in 12 countries for malignant melanoma and acute myelogenous leukemia, an= d in Phase 2 trials for the treatment of hepatitis C and renal cell carcino= ma. Medarex (NASDAQ: MEDX): Arthritis. Phase III trials were recently start= ed on MDX-CD4, a treatment for rheumatoid arthritis. MDX-010 is currently u= ndergoing several multi center Phase Phase I/II trials in prostate cancer, = melanoma and other malignancies. Axcan Pharma (NASDAQ: AXCA): Ulcers and Ot= her Stomach Problems. Axcan is a leading specialty pharmaceutical company w= ithin the field of gastroenterology in North America and Europe. This compa= ny posted fiscal year revenues of $104.5 million dollars and earnings of $1= 1.5 million. Helicide, Axcan's patented, oral, single capsule, triple thera= py treatment for H. Pylori infection (the leading cause of peptic ulcers an= d a potential cause of gastric cancer) should be FDA approved later this ye= ar. DUSA Pharmaceuticals (NASDAQ: DUSA): Cancer Detection. The company's ma= in product Levulan PDT/PD is a platform used for the detection and treatment of a variety of = superficial conditions, such as early cancers, pre cancers and skin conditi= ons. Levulan apparently has wider applications and may add to the bottom li= ne in the not too distant future. DUSA initiated three Phase I/II Levulan P= DT clinical trials. As mentioned earlier, 160 new drugs were approved by t= he FDA last year. There are currently 643 new drugs with a realistic chance= of success in the FDA pipeline. Companies will make staggering profits as = many of these new therapies come to market, and investors in the right stoc= ks will enjoy the ride. [IMAGE] Upcoming OTC Journal Profile [IMAGE] T= he OTC Journal plans to focus a great deal of energy in the BioTech sector.= This sector is high risk/high reward, and therefore fits with our theme. B= ioTech could replace computer technology as the boom group of the next deca= de, and we intend to participate with ideas for our members. In the near = future the OTC Journal will release a profile on an exciting medical device= manufacturer that is benefiting from new drug therapies. The stock will op= en for trading on the American Stock Exchange. It is going public through a= n RTO, as described in our last edition . Therefore, all investors will be = on equal ground once the stock begins trading. There will be no IPO stock a= llocated to preferred institutional investors at a substantial discount pri= or to the opening of trading. The company is already generating significa= nt revenues through one FDA approval, and another is imminent. Currently, t= here are nearly thirty new drugs in the FDA pipeline that could potentially= benefit this company. The company does not invest vast sums of capital i= n the FDA approval process. Their pharmaceutical partners do it for them, w= hich mitigates a great deal of the risk associated with this type of invest= ment. Early stage investors include some of the most high profile names o= n Wall Street, seasoned industry experts, and pharmaceutical manufacturers.= Sound interesting? Stand by for Tuesday's edition for more details. The = opportunity may come as soon as next Friday, January 25th, and you need to = be ready to act if you want to be a ground floor participant. Charts Prov= ided Courtesy Of TradePortal.com The OTC Journal is a proud partner of t= he SwingWire.com Online Investment Community . A next generation Online Ana= lyst Exchange providing Members the ability to search, review, track and mo= nitor some of the Internet's best Online CAs (CyberAnalysts). Members have = the opportunity to potentially achieve higher returns by viewing top perfor= ming portfolios and receiving real-time alerts from favorite CAs. SwingW= ire.com also has a lucrative incentive model for experienced investors and= traders who consistently outperform the market. Share market ideas with ot= her like-minded investors, establish a proven track record, provide insight= ful commentary, attract followers and ultimately become one of the Internet= 's highest paid and most sought after CyberAnalysts! Click here to recei= ve your FREE 30-Day Trial Membership with no further obligation. Sign Up To= day! Disclaimer The OTCjournal.com Newsletter is an independent el= ectronic publication committed to providing our readers with factual inform= ation on selected publicly traded companies. 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