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Biotech / Medical : IFLO is Breaking Out
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To: FastC6 who wrote (818)2/18/2000 9:33:00 PM
From: Sergio H  Read Replies (2) of 1018
 
<They gain nothing from it....>

Snake, IFLO may gain directly in one of two ways:

1. Novacom needs to make a deal with IFLO in order to stay in business.

2. Innovasive needs a pump supplier if Novacom is out of the picture.

There are some potential varitations on the above themes as well as indirect benefits for IFLO.

<It is the PC2000 that is doing the IFLO butt kicking.>

As I've told you before, the market is large enough for competing products. It is difficult for me to envision one
Company cornering the market in a fairly new and wide open
market niche.

Snake, we're waiting to see more details on IFLO's earnings.
Particularly, and specifically of interest are a breakdown of the royalty payments received during the quarter and J and J revenues. I know that you are anxious to see these numbers also. Looking forward to your viewpoint when more data is released.

Sergio
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