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To: scaram(o)uche who wrote (4846)11/5/1997 3:49:00 PM
From: Dave K  Read Replies (2) | Respond to of 9262
 
Did you get a chance to research further.

I revisited all my data again (including reading European Spine J cover to cover). and still see ++ but of course I'm basing this on printed material. Granted, 3Q June to Sep E on L were not stellar, but still about 19%. Is that so bad given the $ exchange and the movement to curb medical costs worldwide. The previous thoughts were that US sales would do better.

Also, the hatchet focus on only one product seems a little short sighted but there again maybe my strategy is too long term. It seems most bio investors focus on immediate product approvals. I usually look beyond these to next line of products as necessary to take the stock to the higher levels often quoted by analysts.

Be interested in your latest thinking as I'm not sure what to do here....on or off-the-air.

Thanks

Dave.