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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: Olivier Resca who wrote (228)1/27/1997 9:29:00 AM
From: W. Kent Ward   of 617
 
Thanks Olivier, great research link to have. To my knowledge, incineration and land fill are presently the only associated waste disposal alternatives. Both non-Orex methods require transportation and disposal costs through outside contractors that typically run ~10x comparable costs associated with Orex water soluble process, not to mention the intangible "infectious exposure" liability contingencies.

It is my understanding that PVA has been around for decades (long before Isolyser was organized) and that Isolyser has patents protecting the waste disposal process (as opposed to the PVA-based fiber itself) of its OREX degradables. As such, Isolyser has associated intellectual property protection and (again, my understanding which probably needs verified from more authoritative sources) no competition that can offer the entire spectrum of supplying materials that, in effect, can be disposed on-site in this manner. As such, I know of no competition for Orex degradables-type competitors who can offer the hot-water soluble, EPA approved, flushing process through routine municipal sewer systems. Process seems well received by broad customer set. Should therefore be great selling niche for the Isolyser sales and marketing teams.

Incidentally, other such articles are typically provided by Isolyser to investors (who request info from their investor relations personnel) routinely amongst enclosures including annual/quarterly interim reports, etc. Regards, Kent
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