|
|
Enron Mail |
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. All companies are chosen on t= he basis of certain financial analysis and other pertinent criteria with a = view toward maximizing the upside potential for investors while minimizing= the downside risk, whenever possible. Moreover, as detailed below, this p= ublication accepts compensation from certain of the companies which it feat= ures. Likewise, this newsletter is owned by MarketByte, LLC. To the degre= es enumerated herein, this newsletter should not be regarded as an indepen= dent publication. Click Here to view our compensation on every company w= e have ever covered, or visit the following web address: http://www.otcjou= rnal.com/disclaimer.html for our full profiles and http://www.otcjournal.c= om/trading-alerts/disclaimer.html for Trading Alerts. All statements and= expressions are the sole opinions of the editors and are subject to chang= e without notice. A profile, description, or other mention of a company in = the newsletter is neither an offer nor solicitation to buy or sell any secu= rities mentioned. While we believe all sources of information to be factua= l and reliable, in no way do we represent or guarantee the accuracy thereof= , nor the statements made herein. The editor, members of the editor's fam= ily, and/or entities with which they are affiliated, are forbidden by compa= ny policy to own, buy, sell or otherwise trade stock for their own benefit = in the companies who appear in the publication unless specifically disclose= d in the newsletter. The profiles, critiques, and other editorial content= of the OTCjournal.com may contain forward-looking statements relating to t= he expected capabilities of the companies mentioned herein. THE READER SH= OULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN A= NY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIE= S A HIGH DEGREE OF RISK. THE INFORMATION FOUND IN THIS PROFILE IS PROTECTED= BY THE COPYRIGHT LAWS OF THE UNITED STATES AND MAY NOT BE COPIED, OR REPRO= DUCED IN ANY WAY WITHOUT THE EXPRESSED, WRITTEN CONSENT OF THE EDITORS OF = OTCjournal.com. We encourage our readers to invest carefully and read the= investor information available at the web sites of the Securities and Exc= hange Commission ("SEC") at http://www.sec.gov and/or the National Associat= ion of Securities Dealers ("NASD") at http://www.nasd.com . We also strongl= y recommend that you read the SEC advisory to investors concerning Internet= Stock Fraud, which can be found at http://www.sec.gov/consumer/cyberfr.ht= m . Readers can review all public filings by companies at the SEC's EDGAR p= age. The NASD has published information on how to invest carefully at its w= eb site. Unsubscribe Here You can unsubscribe from this list at any= time by Clicking Here and HITTING SEND. If you are having difficulty remo= ving yourself or wish to change your address please go to http://listserv.o= tcjournal.com/opt.cgi?email=3Dandrew.h.lewis@enron.com . =09 [IMAGE]=09=09 [IMAGE]=09=09 [IMAGE]=09=09 [IMAGE]=09=09 [IMAGE]=09=09 [IMAGE]=09=09 [IMAGE]=09=09 [IMAGE]=09=09 [IMAGE]=09[IMAGE]=09 =20 --- You are currently subscribed to otcjournal as: andrew.h.lewis@enron.com To unsubscribe send a blank email to leave-otcjournal-3119263F@lyris.otcjou= rnal.com
|