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Non-Tech : HZP-Horizon Pharmacies-NEW -- Ignore unavailable to you. Want to Upgrade?

To: francis terry who wrote (97)	7/12/1998 9:16:00 PM
From: Alan Cole	Read Replies (2) \| Respond to of 115

Yes, we care - but I (for one) only post when I have something worth saying - and that doesn't happen that much. But now that I'm here - My understanding is that Horizon's strategy of growth through acquisition does not allow for rapid profitability, as profits are fully diluted through a comparable increase in the number of shares provided to pharmacists that join in. The increase in size which follows allows for something like the 5 year purchasing deal that Horizon recently signed with McKessem, and I suspect that will prove to be important - but its value depends on the terms, and the terms haven't been reported. I suspect that the terms are likely to be favorable, at least over time, given that Horizon agreed to such a long duration, and will be demonstrated over the next year or so.