Replies to post #21361 on Bioelectronics Corp (BIEL)

[Simpsonly]

Annnnd here's the best art for BIEL investors.

For J&J to acquire BIEL would mean that J&J just hammered a nail in the P&G Ace Bandage coffin.

For P&G to acquire BIEL would mean that P&G just hammered a nail in the J&J Tylenol coffin.

For anyone else in the pain market to acquire BIEL would mean that entity just hammered millions of $$ nails $$ in the J&J Tylenol and P&G Ace Bandage coffins and every other pain treatment coffin in the market.

As Jeremy Irons said in 'Margin Call' about the 3 ways how to survive and succeed on Wall Street and in the global financial world - "Be first, be smart or cheat." Taking cheating out of the equation, this should be interesting to watch, given that an advisory committee inside the FDA recommended somehow controlling acetaminophen because of epidemic liver damage from over-use....

[ghost42]

This is just my thinking here. I would really like to hear others voices also, especially sales or marketing gurus.
I can't see how BIEL is a plus to JJ. It would seem that any market share that BIEL products gain will come from JJ's products. Not only Tylenol but other wraps, patches, etc. If BIEL was able to show that they could eliminate or severly cut back on the amount of pain from surgeries, such as C-section, whom will that market share come from. I have almost convinced myself that JJ would rather that BIEL never sees the light of day, but if it does than maybe they grab it but only market it overseas. I just can not see a scenario in my head where JJ comes out ahead in the US market unless Tylenol is banned. I don't see that happening. Increased warnings on packaging maybe but no ban. They have too much stroke in Wash. P&G can put pouches in their wraps and probably enhance not only market share but profitability. No one else will be able to compete for a few years because they are strong enough to fight patent violations. Other parties would of course benefit too as long as they don't have a competing patch or pain management product. For example a company that has a product that suppossed to help with joint flexibility could market these products together as a complete joint health solution. For example I suffer from Gout and have used my Actipatch when I first feel the symptoms coming on and within 24 hrs, the pain is gone. How much would that hurt the Uric acid pill manufactors.
Our best hope is that it gets into a bidding war. Then we can just wait for the ride.