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Biotech / Medical : Biomatrix (BXM) Looking Great -- Ignore unavailable to you. Want to Upgrade?

To: ForYourEyesOnly who wrote (151)	10/27/1997 6:47:00 PM
From: John McCarthy	Read Replies (2) \| Respond to of 569

THC BIOX ----- (1) The $ amount of milestone payments are more or less cast in stone. HOWEVER the timing of these payments is pure GUESSWORK on my part. You can do your own reserach by finding the article announcing the $, then take out YTD Payments. In AHP case: Total = 23mil. less (4 at signing and 12 at FDA ok) Note:BIOX already shipped some $ to Germany in 3rd Q. (2) Both the Actual cost to the consumer (what AHP charges) and what BIOX receives are GUESSWORK on my part. That is:AHP charges $500 and BIOX gets 35%. I think these numbers are close enough to use. (3) The total $ amount of BIOX-AHP USA and Europe revenue $ is pure speculation on my part. (4) The real GM % on BIOX-AHP USA will more likely be between 65% - 68% rather than the 60% I am using. (5) Both R&D and G&A are over-stated. ANIK ----- (1) I strongly suggest you read the posts from Eduardo over there. He is very smart, light years beyond me. (2) I am hanging tough with 2500 shares of NPRO. I cannot move on anything till this is resolved. Yes, I would buy ANIK - ESPCIALLY before they sign a deal with someone in USA. BINX ----- Grrrrrrrrrrrrhhhhhhhhhh I have missed BINX, ALGOS, and ADRX. I will probably miss DEPO and CERS. I don't want to talk about it. Regards, John McCarhy