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

To: chirodoc who wrote (234)	11/23/1997 9:14:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 569

chirodoc - Not sure how to respond .... I have several thousand of BIOX ... won't buy more ... Would not say I am overweighted on a cost basis .... BIOX - I think - is a dimond. A great man tackled a hard problem and years latter his effort is a reality ... he is 77 now ... thats Dr. B Dr. B is the best scientist in the world on H's ... That's WHY the FDA approved, that's why the FDA advisory panel tried to kill (read between lines) and thats WHY BIOX got distribution rights in China ... they know he is the best scientist in the world on H's BIOX has a wonderful opportunity now to "own" O/A (stole that from you) therapy going forward ... And there is NOTHING left to do ... JUST EXECUTE Just like seed radiation has "stolen" prostate cancer i.e if I got prostate cancer the ONLY thing I would do is go for seed radiation The same story is going to hold for O/A ... Synvisc With BIOX - just a matter of execution now ..... This puppy is going to 100 - almost without blinking ... and including ANIK following along ... but there are some troublesome loose ends 1 - Take time to read the NEWS section on Bayer ... Bayer's IN China - spending big bucks - They now have a choice ... BIOX or ANIK What's it worth: $30 million license fee 3 - I am still amazed no one has mentioned - esp. you You know how J&J is screwing with FUSE? Well, guess what, AHP and BMY are two of the world's big NSAID companies. Do you see? 4 - Won't talk to it but AHP already screwed me on estrogen stuff in another stock. Why? They have/had older competing product. They buried this other company by poor selling. 5 - I don't know if they are in BIOX to sell it or to protect their NSAID business. Have a great week. Regards, John