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

To: John McCarthy who wrote (382)	2/14/1998 3:06:00 PM
From: John McCarthy	Respond to of 569

Next two weeks .............. BIOX will report shortly ....... My 2 cents is the stock climbs to somewhere between $35.00 to $45.00 a share. These prices are the non-speculative price that will reflect - in my opinion - the PE ratio the market will associate with BIOX. i.e. a PE non-speculative rate of between 25 to 30, given 1997 e.p.s of $1.40. (My guess) The PE ratio tied to BIOX will reflect, in my opinion, not the years results, but product shipments of Synvisc by BIOX to AHP in the 4th quarter. (USA & Foreign) When BIOX reports, what we have to look out for are subtle things. I am focused on the subtle things, because I think the ordinary everyday issues have ALREADY been settled. These ordinary things are: (1) Synvisc works. (2) No one can pronounce it or spell it, but the market is eating it up. I won't bore you with incidental stories I am hearing about it at work, btw real people call it "that gel", or "the gel stuff" , but there seems to be some type of WORD OF MOUTH ACTIVITY going on about it. And if you think about it, what a great name: "the gel stuff". I can even pronounce it. I hope it sticks. In addition, two of the times I have heard about it at work, it was not about OA, but rather, as a use in total knee replacements. Both guys were in their upper 40's. The concept was to stall the TKR operation. Their doctors were located in NYC. (3) Very simply - there is no better alternative. (4) Doctors are already (4 months on the mkt) getting creative. i.e. TKR forestaller. Hip replacement helper-outer. Bone on Bone (this, we now know, won't work) Let the pharmacy deal with the inventory channel. And some other stuff I can't spell & don't fully understand. (5) My entire forecast for 1998 NEVER assumed ANY 2nd time user. Just first time users, based on a small penetration rate into the 16 million O/A marketplace. Well, July 1st ain't that far away. You can decide if there will be any 2nd time users. With regard to subtle issues this is what I mean: (1) Did BIOX ship anything to the U.K. in the 4th qtr. Please! (2) Did BIOX ship anything to China in the 4th qtr. Please! (3) Does Bayer have anyplace to sell Synvisc in 1998. We now know they cannot sell in Australia and New Zeland. (4) How well did Hylaform do? Are BIOX and CGEN giving us a snow job, or is the product doing ok. (5) For God's sakes, when is the Phase I on their anti-adhesion product going to begin. (6) Based on Uromed's results in the female incontinence market place (i.e a total, unequivical DISASTER) what does BIOX intend to do with Hylaseal once they have it working. If they intend to sell it - Bull*hit - it will be a disaster. No one has successfully sold any type of product in this market. On the other hand, if their long term goal is to partner with one of the big consumer companies i.e. P&G , thats an entirely different matter. And partnering is their standard MO. (7) If speculative passions push the stock price higher than $45.00 a share, then BIOX, as several people here mentioned months ago, will probably go after a stock split. Total specualtion on my part, but I figure just the announcement of a stock split is good for $5 points. We've waited quietly since October. Waitin's over. Enjoy! Regards, John

To: John McCarthy who wrote (382)	2/14/1998 3:19:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 569

On the internet, doctor to O/A patient .... Subject: Re: OA and pain med's From: hochs@auhs.edu (Susan Hoch MD) Date: 1998/01/29 Message-ID: <34d028cb.51942792@news-s01.ny.us.ibm.net> Newsgroups: alt.support.arthritis [Subscribe to alt.support.arthritis] [More Headers] Are you seeing a rheumatologist? Or an orthopedic surgeon? or an internist or GP? If the latter, you need either a rheumatologist or an orthopedist. Ask your doc about Synvisc or Hyalgan injections. Regards, Dr Susan hochs@auhs.edu On 29 Jan 1998 00:14:18 GMT, "george" <george@netheaven.com> wrote: >hi' at my last DR visit he put me on oxycontin 10mg 2 time's a day for >pain.it get's to the point i' can't walk more than a 100 feet without the >knee's causing pain i have to sit down and take a rest.and even when im >siting down they act up.had two surgery's on the knee's the DR said i need >both knee's replaced but he won't do them he said im to young 34.so he took >me off hydrocodone 10/650 and relafen,naprosen, daypro,etc the nasids gave >me a ulcer so now im taking prevaicd 30mg for the stomach. is there any >other kind of med's i could ask my DR about for the OA for pain im also on >norflex formuscle spasm's.do'es anyone have any luck with taking oxycontin >and norflex.and is there anyone else that has the same problem when >walking.thank you for your time >