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Biotech / Medical : Cyberonics (cybx) epilepsy therapy recommonded -- Ignore unavailable to you. Want to Upgrade?

To: Dennis who wrote (220)	3/28/1998 1:33:00 PM
From: Valentin	Read Replies (1) \| Respond to of 471

Correction ahoi?! Bonjour (French, means have a good day) Dennis I don't follow LifeCell but I took a look at it. May be interesting. Because the co. makes for the moment (increasing) losses I think that you should study the chances of their product AlloDerm(R) on the market carefully. They are doing a big marketing effort, hence the increase of the loss. But their success is tided to the success of AlloDerm, as the success of Cyberonics is tided to one product the NCP System. At a first glance I think that the risks are bigger with LIFC, but with a stockprice of 5$ (remember CYBX was 4 a year ago) your reward could be much higher. But you are bound to do a lot of homework I think. GOOD LUCK. Now back to Cyberonics. Stock price is 30! A wild ride. A stock doesn't move like this with so much volume without reason or going on behind the stores. Let's compare the moves of CYBX to MDT: Volumen (daily)in % of float MDT=0.32 CYBX=9.17 !! Float in % of TSO MDT=99% CYBX=54,17% TSO=total shares outstanding So clearly something abnormal is going on. But this is not the normal way to buy a company. And with only 54.17 % float of TSO it is not possible to get a majority. I HAVE NO CLUE WHAT IS GOING ON.But I think that the increase is to steep and it is quite possible that we shall see a correction of about 20%. For the moment I have a very good profit (I bought at 12 and 20 7/8). But I decided not to sell. This is a good company and IF the product is accepted by the market the stock will (after a possible correction) soar farther. My opinion is that we shall see a new high AFTER the earning announcement 16 th April. If revenu is bigger then 5M I think that we can assume that the market has accepted the NCP System. As CYBX has then a monopoly for a product well protected by patents with a big market all hopes are permitted. My actual strategy is to wait for a correction (before the earning announcement) to increase my holding by 50%. If there is no correction "tant mieux" (current french expression meaning "so much the better"). I risk a big part of my profit but that's the game.