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blueone

10/29/09 12:07 AM

#6414 RE: wacalahan #6411

calahan, I generally would agree that new products need to prove themselves over time, but in biel's case we have years of proven science, lots of patient and doctor testimonials, and I suspect currently increasing international sales. If the product shows good initial sales domestically after FDA clearance and TV commercials (say,after the first couple months),then they might get picked off early.

Another reason to consider early buyout has to do with Biel's distribution capability. Andy W has made it clear that they will need to either license the product or partner with someone if their products take off. And because the market will potentially be huge for humans (as well as pet and livestock applications), and the profit margins are reportedly near 70%, they may already have suitors lined up for these "roles" after the eventual clearances.

In short, Biel has patented a set of products that have some good science and "following" already, especially with the tylenol and "NSAID" story getting worse, and the public looking for more "organic" solutions (non-toxic) in their medical choices.

Don't you think big pharma can see the writing on the wall, and would want to either buy and shelve this competition, or partake of it in their arsenal? (sorry, that's rhetorical).

In any case, given the above, I do not understand why the PPS remains so low... unless they are printing shares.

All IMO