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Nerf

11/01/07 12:09 PM

#520 RE: bio_watch01 #516

I think we'll at least close the gap to 4.86 if so there will be people selling into the 4.80's. Personally I'm going to guess that we'll retest 4, now. I've been wrong before, but I'd rather not be early in my buy back.

Reasons? The main one I keep sticking on, is that they got UK approval, but Germany, and presumably more countries after Germany have to wait that 3-6 months, to start the process of approval. The Dyloject market is 250M worldwide and we didn't see a breakdown of how large UK is. Small portion? Large portion? Who knows, but we're not ramping to 250MM within 12 months, we're ramping to some smaller portion of that, with a longer timeline, possibly 6 months to formulary and then ramp to that smaller % of 250 within 12 months after that...Then they start Germany approval process. To top it all off, it seems from the posts here that even the larger, known shareholders are having a hard time getting through to IR, lately. Hopefully that will change but the timeline to known revenue has become clearer and it's not imminent.
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bumwrap

11/01/07 1:56 PM

#526 RE: bio_watch01 #516

dont know but congrats to us. the stock is lower less than 2 days after dyloject was approved. how bout them apples. so nothing is wrong right?