Biotech Short Candidates Message Board

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Biotech / Medical : Biotech Short Candidates

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To: tuck who wrote (757)	11/24/2005 1:26:34 AM
From: Robohogs	of 897

On OSCI, I am concerned that there is no ramp in the world in that gets the drug revenues above the SG&A - most of which is for selling Factive. They have a very high fixed cost hurdle to overcome and most of the numbers I have seen show them dreadfully short in the near to intermediate term. That said, it probably works as a model in the intermediate to long term, but they do have that debt and rapidly disappearing cash to contend with. I think they are in a liquidity trap unless good news bails stock out and allows them to refinance (see ELN before T Black Monday and SEPR last year as well as many other cases). I like the drug, but can they sell enough fast enough without help? Jon

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