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

To: Irish who wrote (4985)	3/26/1999 2:12:00 PM
From: Cacaito	Read Replies (1) \| Respond to of 5736

Irish, I just presented a fair overall overview of what could happen. I am a lurker, if good signs I will buy, if not... There are chances of going to $32 if one try the bullish approach of everything will go as plan by CCSI. The product is good, and it will have a demand for NICUS and nurseries ( but not other health care settings). I see a potential in a common behavior of clinicians (both doctors and nurses), when a test is easier to perform they will perform more in the patients who needs it, and in more patients that they will not have think of before with the more difficult test. If this happens, and I think 90% chance it will, one could think of a doubling or even tripling the number of tests. I try for a fair estimate, 10% of the population and a fair number of test, not to be overbullish. Next is the bear case. Yes, here is my confusion: The company inability to manufacture the product for almost a year after FDA approval (after 10 years in development) is not a good sign. (if ty were able to manufacture then why so long to actually try to sell). The marketing effort beyond meetings and a couple of letters to clinicians (APPARENTLY only the ones who put themselves on the list like me, since none of my friends knows about the product,neither received any letter of promotion). Lack of partner is a bad sign (Sprx got a partner even before approval in the USA). Sprx maybe sold the house since this is just for then to get some cash, or they negotiated good. CCSI has the chance to negotiate in strength since the product is completely developed to the point of approval. But just the fact that Sprx is out there decreases their leverage power. Right now they have 100% of the proceeds (give then a 50% net), out of how much in sales? not a great help. My opinion the most they will get from a partner is 15% of the gross sales. They could try to go on their own and grow the market over 10 years? Good for the company, is it good for a shareholder? Remember the multiple negative-Sprx posts just couple of months ago? sprx will never make it. Was any of the bulls here called ridicoulous even when they post without any evidence? Sprx will take years for the during phototherapy data and expanded label? One could choose to believe this (bullish) or not (bearish). But Sprx is not sleeping, six hospitals in Europe ongoing. Two in the US ready to Start (Pennsylvania). Will the market tolerate that they sold 10 machines in the last 3 months, 100 machines, 1000 machines? I do not have that. I am waiting for it.