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Re: None

Wednesday, 10/26/2005 2:46:16 PM

Wednesday, October 26, 2005 2:46:16 PM

Post# of 30387
good-pal: the reason why management has not YET isolated problems with RECAF is that they simply do not have a large body of data. the primary risk with BOCX is that large sample studies reveal "deal breaking" problems with RECAF's commercial viability.

now...something that adds confidence is the fact that abbott has already gone through the blind sample verification process. i posted many months ago on RB a discussion i had on the blind sample verification process with several of the lab personnel at BOCX...they said there were a very large amount of samples and it took quite a while to complete (BOCX is not exactly using ARCHITECT lol). that tells me Abbott most definitely threw in "trick" samples -- ie inflammatory diseases, benign tumor, etc. but it by no means removes the primary risk to this investment.

RECAF's ability to perform well on a large sample size is the primary risk to an investment in BOCX, which is why the share price will skyrocket once that risk is meaningfully removed. to put it another way, stop focusing on commercialization and start focusing on the DATA -- bulletproof, large sample, independant data from Abbott or somebody sponsored by Abbott. pivotal data is the big catalyst for all biotech/medical device/pharma stocks, not commercialization.

a tip: if the data is superb, and market expectations are thus raised very high, you want to sell BEFORE commercialization because you don't want to deal with the earnings game on products with lofty expectations from the market.



DISCLAIMER: NEVER ASSUME INFO ON MESSAGE BOARDS TO BE ACCURATE. ALWAYS DO YOUR OWN DUE DILIGENCE. DON'T BUY STOCK BASED ON THIS POST OR ANY OTHER POST. I OWN A LONG POSITION IN THIS STOCK AND THEREFORE I AM BIASED.

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