Biotech Lock-Up Expiration Hell Portfolio 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 : Biotech Lock-Up Expiration Hell Portfolio

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tuck who wrote (81)	6/9/2001 10:37:44 PM
From: tuck	Read Replies (1) of 1005

BLUE HP visits another denizen of Hell that's having a particularly trying stay therein: Curon (CURN) biz.yahoo.com siliconinvestor.com Having looked over (or listened to) the referenced links, I'm thinking these guys will make it. Not right away, but they'll make it. The stock has been hammered because of a minor recall, adverse events likely associated with physicians not adhering to patient inclusion/exclusion criteria, lack of available peer-reviewed long term follow-up data, reimbursers who didn't initially understand the procedure, etc. All of these issues have been addressed. The sales shortfalls resulting therefrom and the future outlook are amply dissected by management and analysts on the conference call. Judge for yourself if the outlook is satisfactory relative to price. videonewswire.com Bottom line is that these folks aren't burning much cash. They probably won't be profitable next year, but ought to be cash flow positive then, and the later quarters of '02 profitable. Upside from Europe, and maybe from faster than anticipated approval/reimbursement of second product (not counting on that). The price is close to cash. Only one insider has sold since March unlock, and at higher prices. biz.yahoo.com ipolockup.com I think it's bottomed. Could be a munch candidate, too. Unless dissuaded, BLUE HP will take a little flyer on it next week. Comments? Cheers, Tuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next