GSII - GENERAL SURGICAL INNOVATIONS, INC. 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 : GSII - GENERAL SURGICAL INNOVATIONS, INC.

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cody Goebel who wrote (63)	9/17/1997 10:06:00 AM
From: Lighthouse	of 211

Exit strategy comes in two positive flavors and one negative spin IMO: The acquisition: 1) Wait for Johnson & Johnson's stent franchise to come under serious attack (six months from now) and watch them scramble for acquisitions to replace those revenues\profits. {About the average mezzaniners life span!) The lawsuit warrant: 2) Await the positive outcome of next Spring's lawsuit with Guidant. The method of use patents hold up and GSI gets an injuction a/g GDT or at least a healthy royalty figure. Oh yeah and GSI is seeking damages so you get a little extra kick. {Mezzaniners win again!} Negative spin: 1) Next Spring: Company's method of use patents are scaled back due to GDT's prior art claim or arbitration forces an unusually low royalty rate on GDT's balloon sales. Company goes it alone and gradually burns cash in the marketplace. Pull the rip cord any time after this and the ground hits you pretty hard. All that being said: I like the technique and think GSI has the best risk/reward to play it. And after loading the boat (no make that the ocean liner) at $3.50-$3.75 I am content to wait. Sorry for the long epistle. What's your read on the future. Regards Lighthouse

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next