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Biotech / Medical : ABMD - Replacement Heart System -- Ignore unavailable to you. Want to Upgrade?

To: fp_scientist who wrote (77)	7/26/2001 9:33:03 AM
From: Alan Brezin	Read Replies (2) \| Respond to of 147

My 2 cents: The stock is not yet perceived as a value, only a speculation that the heart will be commercial. It has to be proven and widely accepted that the replacement heart will be an accepted widespread solution to end stage CHF vs LVAD and transplant. I think it certainly will be, perhaps even surpass by far those options. The company is being intentionally low key and infrequent in its news releases and promotion and giving very conservative news reports when they do. They don't want to give false hope to many out there right now that would jump at the chance to have one implanted to save their life and in fact are banging down the doors even on this subdued reporting because it isn't possible in those numbers yet. Those demanded numbers are the reason this venture will be successful commercially. I believe the technology is perfected or close to it and it will only get better with refinements like miniaturizing all the components. It will be very cost effective for insurance companies to pay for this device since it will alleviate long term medical care and hospitalizations for chronic heart failure patients and post heart transplant medical management which is very expensive and never ending. I think I know a little about this as I survived an LVAD and a heart transplant 6 1/2 years ago and I am doing fine now. JMHO! alanib

To: fp_scientist who wrote (77)	7/27/2001 9:48:58 AM
From: High-Tech East	Read Replies (1) \| Respond to of 147

fp_scientist ... I am not going to be making many personal comments about Abiomed here ... rather, I am going to be a resource for news ... however, the stocks weakness after the successful implant is caused by three factors, in my opinion ... (1) company management has actively and successfully sought to keep expectations at a low level (for which I applaud them) ... (2) there is an active and at this point successful campaign in short-interest to make money by driving the price down ... and (3) stock market conditions have been pretty poor ... ... I own 4,000 shares right dating back to March, 1999 ... I have visited the company (which is only a 1/2 hour drive from my home), I attend their annual meetings and follow them very closely in general ... I also have a friend who works for a brokerage house who has been involved with Abiomed since the mid-1980s ... and lastly, and personally, I could not be more proud to be a shareholder ... this is a truly great company, in my opinion ... ... I have never worked for Abiomed, although I know some of their senior staff as a private investor ... ... you might find these web sites helpful ... abiomed.com jewishheartlung.org pbs.org Ken Wilson