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Biotech / Medical : omreht -- Ignore unavailable to you. Want to Upgrade?

To: Lawrence Burg who wrote (13)	2/6/1998 10:16:00 AM
From: Poweruser	Read Replies (1) \| Respond to of 24

Well, I found this one. I too have become bored of the jabber on the other areas. Following the update by Taylor and his visit to BC (with a side comment on the Th Enz div, I called Dr Dan himself to get the scoop and perhaps some skinny in omreht. First he said that Th Enz is nearing the end of the research phase. Next step is full scale test plant. Most likely nearby existing plant to get rid of post process waste. He feels that they will take it public in 12-18 months once test plants results are available. I mentioned my concerns with Th Enz sucess if parent was pissing off the marketplace. He agreed. He said that Ren Br was aware of market sentiment and that with these new additions scheduled for Spring starts, he felt everyone would forget and be best friends again. He also said that he big man has asked IR to stick more closely to the facts and not oversell the market only to have them dissappointed when releases hit. I asked him about Korea and said that he went and had a very good meeting. They were still in talks to do project, have another player in Korea as well as Japan interested. Korea's fin woes were causing their attentions to shift elsewhere in the form of closing of divisions, and he expected that once they felt that their house was in order that they would be back at the table seriously. He also said in no uncertain terms that this US Filter deal was all but complete and that this opinion was based on their attendance with Ren Br in coming meetings. Finally I asked him his opinion on future/viability of co. He said that he left 20+ yrs with pension coming to join and that his entire future is riding on Th Enz and omreht. He reiterated that Dr Ow And was extremely skilled and would not have given up his position lightly either unless this help unusually good potential and relatively minimal risk. Take this for what it's worth ... this was as factual as I could be in that these were directly from A horses mouth. BTW, I skoke to Taylor too, he's quite bullish still on omreht and very concerned about crap found now on threads. Glad to be with you all, hey L.B., how'd your kitchen turn out? Pwr Usr