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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (264)	7/5/1999 12:44:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 52153

Rick, I put a couple more GZSP posts on that thread including a question for you.

To: scaram(o)uche who wrote (264)	7/7/1999 1:05:00 PM
From: jeffbas	Read Replies (2) \| Respond to of 52153

Rick, I tend to agree that Adcon might be a competitive problem for Seprafilm based on my reading of the 10-K's. However, the Roadshow presentation was interesting in that Left Ventricular Assist Device (LVAD) surgeons and perhaps heart surgeons generally seem pretty interested in Seprafilm. My assessment from reading the 10-K's and listening to the roadshow bit is that adhesion products could be a market many times the current size in a few years. My question for you is whether in such a growth situation both products could do well, but Seprafilm just somewhat less well? How do these kinds of situations tend to resolve themselves in biotech/medicine? (I know, for example, that in computers Dell possibly makes the best product but plenty of other people sell plenty.)