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Biotech / Medical : CLZR:a potential 10 bagger?

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To: Bob Davis who wrote (90)5/16/1999 9:38:00 PM
From: moat   of 315
 
Bob, First, thank you for your web site and its excellent reporting & analysis.

Besides you and BlueStone's Scott Baily, who else knows CLZR well and its product space?

Here is how I see the situation. Because of the nice product cycle that started 3 quarter ago, CLZR is showing strong Q/Q growth, hence its EPS is heading north. Question: should we be concerned with the competition since product cycles are pretty short in this space? Who's coming up next to eat CLZR's lunch?

(Is Palomar down because of CLZR -- due better, newer, and cheaper products?)
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