Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (831)	1/28/2002 12:09:24 PM
From: JMarcus	Read Replies (2) \| Respond to of 2243

Rick, in our PM exchange I'd bounced off you my thoughts about OPHM. You suggested that I post them here. Ever your obedient servant, here goes: OPHM will release earnings on Wed.: biz.yahoo.com I attended OPHM’s Informed Investors Forum presentation on Jan 12th. A replay is available at informedinvestors.com At least twice during his presentation the CEO mentioned that he’d seen the 4Q sales figures for Arestin (OPHM’s periodontal disease therapeutic) but that he could not say anything about them before they’d be publicly released later in January. I sure perceived that he was giving us the ole “wink-wink nod-nod.” The marketing model for Arestin made lots of sense to me. Its main competition is Atridox by ATRX, but Arestin is much faster and easier to use, according to OPHM’s CEO. A trusted source told me he had asked a respected periodontist to compare Arestin and Atridox and was told that Atridox was marginally more effective but harder to use. With Atridox, the dentist needs to pack a film into the space between the gum and the root. With Arestin, the dentist just squirts in a gel. What could be simpler? Used as an adjunct to, and not replacement for, root scaling and planing, Arestin is a revenue generator for dentists. They make more profit using Arestin than Atridox because it takes less time to apply Arestin. So if you were a money grubbing dentist, it’s plain which product you’d prescribe. The stock chart looks favorable. Selling at $4 and not much resistance until $6. The trend since early November has been up, but volume has been low. According to Yahoo! the book value ($4.20) is slightly higher than the stock price and cash ($3.63) is just slightly below the stock price. If the sales figures released on Wed. are robust, as the CEO’s body language suggested they’d be, this could be an excellent trade. Or a good investment too, given that the downside seems low and the potential market (periodontal disease) huge. Thoughts, anyone? Marc