Curtis -
<<but this tells you why biox and anik may be languishing and why sales may be less than we might expect.>>
Tiger, not even close.
(1) Anik *can't* move. And when it *can* move - it *will*.
(2) I expected BIOX to ship $5.5 mil. of Synvisc in the 4th Qtr.
I am guessing they actually shipped $4.6 mil.
Sound bad?
Sure, until you realize they only shipped 2 months
worth. (Yes, I am guessing at this.)
I am confident nonetheless.
Janet L. who *already* owns 1.1 million shares of BIOX
just bought $175,000 worth - at $35.00 a pop - on 2/13/98.
Note - her husband owns an additional 2.2 million shares.
I am pretty certain, but not absolutely certain, that these
shares are *above and beyond* the shares in senior management's
restricted stock plan which she can acquire at considerably
less than $35.00 a pop.
Do you see? These people are not screwing around.
Moreover, she ALREADY *knows* what 1st qtr. Synvisc
sales will be. (She's Exec VP)
In addition, I am telling you point blank - but without support -
that some (O's) could not get all the product they wanted
in the 4th qtr.
I am also telling you that *some* (O's) have a hard-on for this
stuff- Synvisc.
Why?
They *finally* feel like they can help their patients.
(Almost a quote)
Roughly speaking, its POINT and SHOOT time out there.
Lastly, and this will piss you off, I am going to put
a few more cards on the table.
I've been investing a *long* time.
I am *very* acquainted with Orthologic.
Without doubt - my opinion - one of the truly
scummy companies on the planet. A cockaroach has
more ethics.
And that is why, I was/am suspect when I heard they were
peddling Hyalgan.
I am *not* knocking the product.
FDA said it works. Nuff said.
You should read about Orthologic. Start with the SEC from
a few years ago. I don't have any links.
Your (R) friend in San Fran?
Whatever *thing* she has going - great.
But, like the Titanic, the end game in this a foregone conclusion.
Regards,
John |
