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Biotech / Medical : Laserscope (NASDAQ LSCP)

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To: Feraldo who wrote (130)	9/19/1997 1:10:00 AM
From: Webhead	of 314

Even though QLT didn't get approval for all indications, their foot is definately in the door. Once patients are seen to improve in the US and foreign data for expanded indications offers support, I'ld expect that QLT would petition the FDA again. Possible off-label use too? I think it's difficult to project earnings on this. LSCP makes a high margin on their disposables (I think around 65%) but since the treatment is bundled they may have to trim a bit. Also, would a patient only get one treatment or would they be likely to come back if further tumors develop? At 180,000 cases, 30% market penetration, 60% margin, $500 per treatment and no repeats I get $16M. I'ld also expect increased interest in the laser units and upgrades. This should add up to a health increase in revenues over the next several years. Unless short interest has increased dramatically since the august report I doubt that a shor squeeze will amount to much given only 200,000 shares (Of course it won't hurt!). Ed

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