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Biotech / Medical : Isolyser (OREX)- Any comments
OREX 0.223-34.4%Apr 3 5:00 PM EST

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To: Clay Cunningham who wrote (82)11/20/1996 11:38:00 PM
From: Bruce Resnak   of 617
 
I'm sticking this thing out. I agree with Sandy's broker that this stock could easily reach $20 again, but it's going to take some time. I'd give them at least a year. And hopefully there's going to be a split somewhere along the way when they start to reach that level.

I think it will take at least another quarter for management to iron out all the quirks of the merger, bring the plants up to full production, and mostly, get the sales force in gear. I hope to see a profit this quarter, but am not banking on it. This is definitley a hold stock!

Does anyone know what "White Knight's" role in the organizaiton is? I've seen their name show up quite a bit, but outside of Isolyser buying them, I don't know much about them. I admit I haven't done any research on them. What do they contribute to the whole?

I noticed that Baxter recently signed a long term deal with one of the hospital chains. Does anyone know what impact, if any this will have on Isolyser?

Has anyone ever gotten through to Isolyser's web site? I don't think it's working.

Thanks,
Bruce Resnak
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