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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: mesaone who wrote (88)3/5/1999 9:04:00 PM
From: Stephen How  Read Replies (2) | Respond to of 10293
 
mesaone,

I spent an inordinate time researching BTIM. As you know, I studied current papers on hydroxyethyl starches (HES) and plasma expanders, their coagulation problems. I came up with the same skeptical conclusions that the experts arrived at -- that Hextend® = Hespan® + electrolytes, and will not command a premium in the (small) marketplace.

I remember the Abbott conference call said that Hextend will address a market between $40M and $400M. I think that everyone knows the market is very close to $40M and that Abbott was just trying to save face over the embarassing matter.

The BTIM longs have done an excellent job in making their shares non-borrowable. I also sincerely think you've help drive the price back up -- congrats.

I want to short BTIM following the FDA approval spike. I'm just worried that I won't be able to get shares. I'll look into getting shares at my various brokerages. I know that the long crowd sees share prices in the hundreds in the next few years. I still think the stock will head to $0.

Either way, it'll be fun,

Steve

angelfire.com

(I link to your page, why don't you link to mine? :>)