BEAM, BOL, KERA, LASE, LCAV, LVCI, LZRC, VISX, SNRS, STAA Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : BEAM, BOL, KERA, LASE, LCAV, LVCI, LZRC, VISX, SNRS, STAA

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: HerbVic who wrote ()	12/7/1999 8:23:00 PM
From: HerbVic	Read Replies (1) of 253

All BEAM'ers should read today's posts on VISX thread. There are some knowledgeable people discussing the issues there. Start with post number 1412, beta.siliconinvestor.com Or 1416 if you like to skip ahead: beta.siliconinvestor.com Most notable is post number 1420 for its Goldman Sachs report. beta.siliconinvestor.com My synopsis: VISX holds a number of different patents that protect their laser franchise. The ruling involved 2 of these patents and the dispute will not be settled for at least another year and a half. This suit is but one of the suits against Nidek and is VISX's weakest. The unfavorable ruling should accelerate the process of forming license agreements with B&L and LaserSight. BEAM's dependence on VISX's performance here is based entirely on the two companies' ability to continue to charge the per procedure fee. That fee could be threatened if practitioners entering the field of laser eye surgery suddenly started going to Nidek for their new lasers. The ruling by no means opens up the US market for Nidek. VISX will continue to seek protection for the patents affected by this decision and both VISX and Summit will continue to aggressively protect their other intellectual properties at the core of their franchises. Net/net: Buying opportunity again! HerbVic

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next