Biomatrix (BXM) Looking Great Message Board

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Biotech / Medical : Biomatrix (BXM) Looking Great

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To: Andy Wall who wrote ()	4/6/1999 3:13:00 PM
From: The Watcher	Read Replies (2) of 569

Vivus Part II? I am a short BXM and I am amazed by the similarities to VVUS. Both companies claim(ed) that IMS data is inaccurate because of production constraints. Both companies denied that product is readily available in the channel. Both products have questionable efficacy. I am getting hammered as a short right now, but I am sticking with it because of the fundamentals. VVUS went to 5% of its peak. BVF will to. They may make Q1 by jamming the international channel, and by a change in their Wyeth contract that allows for a 1x pick up of up to $2.4 mm in revenue in Q1, but then it is all over. As a long, make sure you get out in time. The buyers of the stock right now are shorts covering (yes it is a short squeeze) but who is going to buy it when they are done? Remember that management needs to sell too.

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