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

To: Dennis who wrote (232)	4/1/1998 7:06:00 PM
From: Jim Lang	Read Replies (1) \| Respond to of 471

Dennis, You can never tell about over-valuations. If you want an example which could be similar to CYBX, check out the action in Theragenics (THRX) for the last year. Very similar evolution, market size potential, even coverages in the financial press were similar. That company does have small earnings, however, for several quarters. It has shot from teens to mid 60s in this time (we sold out at 27 because we thought that was over-valued at that point as well!!). I see lots of parallels with CYBX. We have a small position in CYBX that we will hold, and add to on significant dips, just to avoid getting out too soon. FWIW, Jim Lang