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Biotech / Medical : Chromatics Color Sciences International. Inc; CCSI -- Ignore unavailable to you. Want to Upgrade?


To: JanyBlueEyes who wrote (4436)8/19/1998 2:09:00 PM
From: Peter V  Read Replies (1) | Respond to of 5736
 
More functionality and a better product does not always equal higher sales. BMW's have better power, handling, safety, features, and resale value than most Chevrolets, yet which company sells more cars? Samuel Adams arguably makes a better beer than Budweiser, but which sells more? The expensive Italian restaurant in your town is better than the Olive Garden, but which has more patrons? Beta was vastly superior to VHS, but VHS got better distribution due to its willingness to license, providing low-cost VCRs to consumers, and where is Beta now? In any case, however, unless the product is available, you can't sell any.



To: JanyBlueEyes who wrote (4436)8/19/1998 2:35:00 PM
From: Robin  Read Replies (1) | Respond to of 5736
 
Jany,

Spoke with SPRX and they wish to make no claim that the device works under phototherapy. In this area you are correct. An R&D effort is underway however, so watch out. SPRX has that unsettling habit of delivering on their promises.

My point to you is, so what! It is a simple matter to turn off the phototherapy light (FYI, we had a UV blanket for several weeks with my first son, so I am acquainted with the process) before taking the measurement. It won't kill or harm the baby in the least. Certainly this is no more inconvenient than setting up the heel prick and less unsettling for the baby and the nurse. Explain to me why this is so difficult!

Now, SPRX has a major medical partner to distribute and market their product in North America and is presently shipping to Europe and Japan. The 510(k) has been submitted (jointly with Respironics) and it is only a matter of time before sales begin in the US. Sales will begin in Canada in Q4.

On the other hand, CCSI has no distribution partner. CCSI has no manufacturing capability or agreement with manufacturing subcontractors. CCSI appears to be making the steps to go it alone (no major partner likely, setting up their own sales/training office, difficulties in obtaining a manufacturng agreement). There are shareholder lawsuits. The only positive comments for CCSI are from their touts and shills here, including yourself.

As for the size of the marketplace for a non-invasive bilirubinometer, SPRX (or the market) has subtly overestimated the initial size of the market and CCSI has grossly overstated it. This is evidenced by the street numbers expected on Wall Street for SPRX. The street was looking for something like $0.12 loss per share in Q2 and losses instead came in at $0.26. R&D and other expenses appeared in line, therefore, I would assume that initial sales did not meet the expectations of many. I myself am not concerned because, as I have stated many of times before, the future worth of SPRX is in their diabetes instrument, not the BiliChek.

So let's discuss this, Jany, and let's stick to facts and discuss what the companies have delivered. I won't waste the time to discuss what CCSI has promised, nor discuss your previous posts as if these were press releases. So much of what CCSI has promised has failed to come about. If I want to listen to a fake, I already have Bill Clinton! Gawsh, wouldn't Darby and Willie make a great couple!

Rockin' Robin