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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: geewiz who wrote (4877)	5/12/1998 8:34:00 PM
From: Rocketman	Read Replies (1) of 9719

Geewiz: Put that one squarely on V1 alone. He bought the GSII without consulting me, but he knows I'm a believer in them for the long term. However, seems like they couldn't raise that stock up no matter what. V1's reservation with GSII a year ago was the patent lawsuit against them and we bought them anyway and held them for quite a while before cashing out (pretty close to even if I recall correctly). The reality is that companies that try and retrain surgeons to use new and advanced tools have a real uphill battle to create market share. Surgeons are just slow to change techniques and even when you get them to try, they try it once and wait and see how the patient does long term before slowly adopting the techniques for everyday usage. Heartport has the same issues, and so will I fear my beloved Norian. However, over the long haul these companies tend to build market share and revenues, slow and steady, steady and slow, that's the way they always go. In GSII's case, they have plenty of cash to hold them over, and they will survive and innovate and ultimately help many people. But.....I don't think we are willing to wait when we can put the cash to better usage. Rman

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