Biotech Values

[DewDiligence]

>BFRM – Dew, I see you're following Bioform Medical. Looks like they have some interesting products. Just wondering if you see them staying independent, or possibly as a buyout candidate? Any thoughts on the share lockup period ending in May?<

BFRM is one of the few companies in the aesthetic-medicine arena that meets my initial screening. Radiesse, the company’s main product, is the cream of the dermal-filler crop, IMO. Unlike such commercial dogs as ArteFill from ARTE, Radiesse is producing decent, though not spectacular, sales.

I’m watching the stock and could take the plunge at some point. The quarterly CC is this Thursday. As with any recent IPO, the insider-lockup expiration is a concern. Regards, Dew