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Biotech / Medical : URMD -- Huge market potential
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To: Timothy R. Bowers who wrote (42)4/17/1997 5:42:00 PM
From: Stratajema   of 369
 
Tim. I follow urology stocks and I am very confused by this company's strategy. URMD has developed or purchased the device technology of all competing stress incontinence products. (They purchased Johnson & Johnson's bladder neck support prosthesis and before that a patch-like product from another company.) This reveals a strategy of wanting to "own" the neighborhood of all recommended devices to be prescribed for the incontinence condition. (Except for pelvic floor stimulators where EMPI is king.)

However, their Reliance insert was supposedly developed in-house with the idea that it would be SUPERIOR to the patch product and bladder neck support prosthesis. Initial sales of URMD's Reliance product would seem to indicate that market acceptance of this inflatable insert is going to take a long time. So, the company is covering all product bases for now.

URMD is on my "watch but avoid list". Their purchase of the patch and their recent purchase of the J&J product contradicts all the hype that surrounded the development of their Reliance insert product. In addition, J&J is not a company known for selling popular AND profitable product lines to other companies.

- David

P.S. It is usually a good strategy to want to own "the neighborhood" of a particular product line. However, I don't like the way it is being executed here. A good example of a company that is also executing this strategy is Orthologic (OLGC), however, the future potential of OLGC seems much brighter. OLGC is also a beaten down stock that could be beaten down a little more next week. So the potential is definitely longer term.
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