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Biotech / Medical : Martek Biosciences---- future biotech cash cow!
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To: Carson O. Ray, Jr. who wrote (108)9/25/1997 12:42:00 AM
From: nelli   of 258
 
Actually I thought of the same thing, but with the drop attributed to people just profit taking. I think a lot of the costs for manufacturing have been incurred already. Their earnings reports always talk about sub-optimal usage of the manufactuing facility.

I think the bulk of the revenues as a result of the approval will be from royalties as existing formula companies being to market the "improved" formulas, and not from Martek selling its own formula. I could be wrong but that's how I understood it.

You're right, I loosely follow UFEM and they have the problem of a decent product not penetrating the market well enough or fast enough and not enough cash to keep afloat until (if) the product does better). MATK seems to be selling other things already (Neuromins and formulas in other countries) and revenues are increasing each quarter but their costs of production are high... not optimized.

Do you think they will get the nod on full term formulas? Not too many more days in September...
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