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Biotech / Medical : Biotech & Pharma.T.A, -- Ignore unavailable to you. Want to Upgrade?

To: Jibacoa who wrote (800)	2/12/2005 9:41:46 AM
From: IRWIN JAMES FRANKEL	Respond to of 3722

Thanks Bernard, I don't want to clutter this fine TA thread with FA (so this will be the exception) but BLTI has some interesting aspects in addition to those you mentioned. They just finished defending their dental laser against a patent infringement case in which they ended up buying the patent estate of a failed competitor. That leaves BLTI controlling the relevant patents for dental lasers. They have 80% market share and are growing over 30% per annum. Dentistry done with lasers is far superior and they have only just begun to penetrate the market. They are cash flow positive and have just introduced a new higher end laser which should raise gross margins 3 or 4 percentage points and the most recent Q saw GM's depressed from norms by a like amount. Thanks again and kind regards, ij I would hate to have Ray send Rick after me. :-)