Replies to post #371625 on Zeev's Turnips Patch-No Politics (ZEEV)

[techanalyst1]

I think merq has been the victim of no urgent reason to buy lately and it just falls. Even an upgrade by MSDW the other day did nothing other than pop it on the open and then fade.

It's tended to peak in early March in the past and then trade lower into earnings, sometimes getting some life the last couple of weeks in March.

Looking at the valuation though (if you allow the company all gaap accounting).... not too bad. Earnings and revs have gone up nicely while it has remained in this multi year range. I believe it was in this range with earnings half of what they are or less. Should the company report good earnings in this quarter and decent guidance, I won't be surprised if Merq can finally break from the range to the upside..... to maybe 60-72 or so.

Do you remember if they ever bought back any of the zero coupon converts?

TA

[Malyshek]

Zeev, Would appreciate your opinion on BIPH, especially given your scientific background. They have a bunch of patents related to making implantable devices readable by MRI, as well as to the possiblity of doing surgical interventions via MRI. I know you have worked on catheters and other related products in the past. Would be interested in your take on their technology (as well as action in the stock). Thanks.

Biophan develops and markets cutting-edge technologies designed to make biomedical devices safe and compatible with the magnetic resonance imaging (MRI) environment. The Company develops enabling technologies for implanted medical systems such as pacemakers and interventional surgical devices such as catheters, guidewires, stents, and other implants to allow them to be safely and effectively imaged under MRI. The technology is also being used to create MRI contrast agents, and has expanded to include other applications, such as drug delivery and power systems derived from body heat. Four Biophan technologies include advances in nanotechnology and thin film coatings. Committed to growth through innovation and developmental leadership, Biophan and its licensors now hold a total of 108 U.S. patents, licenses, or applications. This total includes 32 issued U.S. patents, 8 recently-allowed applications that will issue as patents in the near future, and 68 pending applications at various stages of examination at the U.S. Patent and Trademark Office, plus international applications. The patents cover areas including nanotechnology (nanomagnetic particle coatings), radio frequency filters, polymer composites, thermoelectric materials for batteries generating power from body heat, and photonics. Biophan has joint development arrangements with Boston Scientific (NYSE:BSX - News) and NASA's Ames Center for Nanotechnology. Biophan's goal is to make all biomedical devices capable of safely and successfully working with MRI, and delivering other technologies which will improve quality of life. For more information, please visit www.biophan.com.