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Replies to #50315 on Biotech Values
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Nerf

07/28/07 12:42 PM

#50317 RE: Tina #50315

Touche!

Nice reply, if a bit caustic!

Tina, therein lies the rub. The best science isn't always the adopted one, for many reasons. Then again, in the long run, as you stated a long term approach, whereby not focusing on quarterly results, and the best answer to the question "what will be the clinical approach in 3-5 years" will often win out.

I looked at your information with great interest, and also didn't want to fight the tape. Thanks for the heads up, and please keep us informed of the clinical side of the picture. Adoption is the ultimate key to any new approach in health care, and the people in the trenches are the ones that know. Outside of healthcare, but in the same vein, I wish I would have bought APL when I saw the umpteenth commerical for the ipod and stock was at $10 or less (now $150 or so)and also wish I would have bought CROX when the umpteenth person came into the office wearing those butt-ugly but oh so comfortable shoes IPO at $15 now at $55 and going strong.

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DewDiligence

07/29/07 6:02 PM

#50339 RE: Tina #50315

ARAY – Tina et al: how do you explain the apparent disconnect between the large order backlog and the relatively modest recognized sales in recent quarters? How does the company define backlog? T.i.a. Dew