Robin,
I don't follow any of these closely, so take these comments as of minimal value - but since you asked....
BTIM amd URMD rely on single products, as far as I can tell. If they are successful, great, but if someone else scoops their market, they're history. BTIM in particular looks highly speculative; they have only 9 employees, are in a crowded field (blood substitutes), and are very open about saying that they're going to need a lot more funding to bring a product to market.
HGSI looks better - several products, several good partners, but it sounds like thy're still a ways away from turning a profit, so there should be lots of opportunities to get onboard.
CHIR is, I believe, one of the leaders in a field which is expanding rapidly; I think it's a good place to have a few bucks!
I'll be interested to see what Michael Burke has to say, too.
Bob |
