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Oxford Biomedical......the way forward !!!

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cymbelline - Tue, 31 Dec 02 :

Slap, I've just noticed from one of your previous posts that you're invested in Theratase.

a) Is your reason for attempting to deramp OXB that you think those you put off may be swayed towards THE instead? If so, are you aware of the differences in the 2 companies?

b) Have you taken into account the huge payment THE have to make to preference shareholders over the next 4 years which will eat into profits? Did you know forecasts have been downgraded due to overstocking worries?

c) Are you ready for the dive in the shareprice which will surely happen if ISTA's Vitrase doesn't make it past the FDA this time?

d) Are you certain therapeutic enzymes will continue to be used and that a better/cheaper technology/material isn't in the pipeline somewhere which will render THE's entire business obsolete?

Those are the questions I asked myself before deciding between OXB and THE. And look which one I chose!


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