Gliatech (GLIA) 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 : Gliatech (GLIA)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Torben Noerup Nielsen who wrote (1281)	2/4/2000 9:54:00 AM
From: biowa	Read Replies (1) of 2001

Torben, I don't think saturation for this kind of product can be reached all that quickly. What they actually said makes even less sense. That adoption was slower than investors would expect; then later that the market was ESSENTIALLY saturated in 3Q99; but immediately after that they expect to see eventual universal acceptance of these products. How does slow adoption lead to quick saturation? If they want to say that sales growth will be slower than they would like to see, that's their opinion and they're entitled to it. Trying to make it sound more powerful than that is either puffery or malice. Second, there's Perceptin and the other ADCONs and they're given zero value by implication! Ok, Perceptin isn't on the market, but it should be given some potential value and so should the other ADCONs. Unfortunately IMHO that's the fate of cos. once they get a major product launched. They're now in the realm of P/Es (or at least P/Rs) and all the wonderful multiples for future products get washed out by those based on sales growth. How's Venus this morning? biowa

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next