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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (4744)	12/26/2006 4:06:49 PM
From: rkrw	Respond to of 4974

Tuck, Just speculating but I also think there could be a storage issue. If each zingo is the size of a can of coke does that create problems for hospitals? emla I assume is more like a tub of shaving cream, can get 100s of uses out of that same sized can of coke. So nothing has made me change my mind and I may be being generous with $50M. Emla is slow but it's very cheap. Using their $200M market size and 25% share gets them to $50M. I think their pricing assumptions have come down a little bit too, but that's off memory. On the caspaicin, you'd have to be knocked out because the burning sensation would be brutal. Maybe as a rockrat used to pain, that's hard for you to understand :) Maybe I'm biased, I don't like the mgt very much. But both products certainly work, so that's not a terrible place to start.