Dennis,
Looks like some news is starting to happen a bit, while opening also happening. Decent quarterly news would make the next few weeks a good go, I would say. Also, DANB finally appears to be getting some momentum going. Hopefully, the market can maintain itself
enough to allow. Still amazes me that there is a way for higher unemployment to be good news, but...just basic economics, though.
Primary competitors for ATIS currently, although in varying areas or different indications, are GENZL, LIFC, GENZ, ORG, CHIA, to name a few. ORG's product is for venous stasis ulcers, a different indication, and should have already heard from the FDA given the 4-6 month expedited
process which was given. Has been over @10 months now. LIFC also with skin products. GENZL looks to be more involved with cartilage areas, although different method...sounds more expensive with lot more recuperation needed....question will be efficacy, singularly and comparatively. With dermagraft good news,
lots of room for further pushing of already good r&d for ATIS. I like the fact that ATIS has a cheap and almost endless source for its fibroblasts for bioengineered skin....circumcisions. Freud always did love phallic symbols!
I like the fact that ATIS is so user friendly regarding its investor relations. Appears they have marketed themselves well with industry, too.
Others worth potentially following....ZILA and ISIP. Entertainment which looks interesting is QZARF. I'd be interested in hearing what you think of the last one in particular. Laser tag....entertainment is your area, and I know you'd like to find another security to throw into your entertainment mutual fund....weekend humor.
Sure seemed to take forever to get to the break this week. Finally a weekend off, anyway.
Beginning Sawgrass countdown now.
Take care,
Marshall |
