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Biotech / Medical : Misonix Inc. (MSON) -- Ignore unavailable to you. Want to Upgrade?

To: FastC6 who wrote (827)	10/6/1998 6:07:00 PM
From: Candle stick	Read Replies (1) \| Respond to of 947

Here is a good link to the numbers on MSON...P/E is now 6.6. I think Gelman dumped the last of his shares today, as the volume was high and the stock traded many 5000 share blocks....that could have been the selling climax. biz.yahoo.com ;^)

To: FastC6 who wrote (827)	10/6/1998 6:20:00 PM
From: Candle stick	Read Replies (1) \| Respond to of 947

I think you are way off base. Read this link for a good clue as to how sales are going.....apears to be bigger than anyone thought ..... RE: "I believe the ultrasonic devices will show a significant slowdown in sales." post.messages.yahoo.com@m2.yahoo.com "I've been looking at the sales and backlog numbers from the 10K vs. publically reported new orders for medical products. Interestingly, Misonix has received $5,863,000 in new orders for medical products that they never issued a press release on. Some of these additional orders are probably from Lysonix for spare probes, customer service, etc., but I doubt that would account for more than $400k to $500k of that number. That leaves over $5M in new orders which are most likely from USS. These could have been numerous smaller orders and change-orders not deemed individually "reportable" and/or USS could have decided to ask Misonix to treat their orders as confidential. In any case, since USS orders for both boxes and probes were reported by Misonix through March 11, 1998, we can guess that these $5M in orders came between 3/11/98 and 6/30/98. That makes Ghost's FY'99 estimate of $9M (in his valuation model) and my own estimate of $10.3M both look pretty conservative. BTW I estimate that USS sales were about $4M for Q4 FY'98. "