SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Biotech / Medicalendovascular Tech. (EVTI)


Previous 10 Next 10 
To: jay silberman who wrote (9)6/3/1997 7:53:00 PM
From: Boyce Burge
   of 23
 
H&Q says buy now, the Phase II reports on efficacy are very positive.
Check at www.Hamquist.com.

The Stock does not, however, respond.

Share RecommendKeepReplyMark as Last Read


To: Boyce Burge who wrote (10)6/4/1997 12:48:00 AM
From: jay silberman
   of 23
 
It went up yesterday, didn't it?

I'm not buying - I don't want to cause myself further pain, and I don't want to take down innocent investors like yourself with me.

jay

Share RecommendKeepReplyMark as Last Read


To: Boyce Burge who wrote (10)6/5/1997 8:36:00 PM
From: Boyce Burge
   of 23
 
Some comments from H&Q (www.hamquist.com) on EVTI::

EVT is developing the first less-invasive procedure for the repair of abdominal aortic aneurysms (AAAs) with
an estimated one-year lead over the nearest competitor, Medtronic.

A less-invasive approach to AAA repair offers at least a 50% reduction in death and complications, faster
recovery, and lower cost versus the traditional open procedure.

EVT has completed pivotal trials for the first two versions of the product, with excellent short-term results on
the first and data due on the second in May or June 1997.

EVT has received CE Mark approval, and is currently initiating full-scale launch in Europe.

Visibility on competition is high because barriers to entry are relatively high, with a minimum of four years
from concept to launch; two products are in U.S. clinical trials, but many others are on the drawing board.

EVT is clearly a takeover play; its new relationship with Guidant appears to indicate high interest from the
company, the major player with the greatest need for EVT's product.

Our 12-month price target is $15, and our 18-month target is $20 with value generated by greater visibility on
Pre-Market Approval (PMA) submission and EVT's lead to market.

Share RecommendKeepReplyMark as Last Read


To: Boyce Burge who wrote (12)6/20/1997 9:06:00 PM
From: Rick Costantino
   of 23
 
What happened today?

Share RecommendKeepReplyMark as Last Read


To: Boyce Burge who wrote (12)8/16/1997 7:56:00 PM
From: Grainne
   of 23
 
Any news on EVTI? I used to work for a vascular surgeon who participated in the trials, and he was totally sold on their minimally invasive graft procedure for abdominal aortic aneurysm repair.

Has another company come up with a similar product? I thought the lead time was pretty long. What is happening in Europe?

Anyone still here?

Share RecommendKeepReplyMark as Last Read


To: Grainne who wrote (14)8/22/1997 10:40:00 PM
From: Lee
   of 23
 
What's going on here ? Two huge blocks (around 200,000 shares each)of EVTI were bought this afternoon. Any comments is appreciated.

Share RecommendKeepReplyMark as Last Read


To: Boyce Burge who wrote (12)8/22/1997 11:16:00 PM
From: Lee
   of 23
 
Could this be a take over or good results from the US clinical trials ?

Share RecommendKeepReplyMark as Last Read


To: Grainne who wrote (14)8/27/1997 4:43:00 PM
From: Boyce Burge
   of 23
 
I dont own this stock but am interested in the medical device area. No news that I know of, but its holding up pretty well. Boitech/devices is having a very restrained comeback this month. (always buy in July Aug and do your selling in JanFeb, for best restults.

The guys who run the Technology Value fund (Landis and Kam) follow this area closely, and they seem to like AVEI better than EVTI.

Medical Devices are a tough area to be an investor in, and I prefer to own via mutual funds.

Share RecommendKeepReplyMark as Last Read


To: Boyce Burge who wrote (17)8/28/1997 12:44:00 AM
From: Grainne
   of 23
 
Hi, Boyce!! Thanks for at least stopping in and keeping me company for a minute here. I guess I'd better turn off the lights when I leave!!!

Can you tell me a little about AVEI? Does it have a minimally invasive abdominal aortic aneurysm stent, or is it just a good medical device company in which to invest right now??

I see from your profile you are an investor and a writer. How do you get there from a Ph.D. in virology? You must know really quite a lot about biotech stocks!! I like the excitement of picking each tiny little stock by myself incidentally, getting them really inexpensively and tying up my valuable money for several years until another company comes through stage III trials with a better product and I lose everything. Thrilling!!!

Share RecommendKeepReplyMark as Last Read


To: Grainne who wrote (18)8/28/1997 4:35:00 PM
From: Boyce Burge
   of 23
 
CG...
AVEI has a thread, and they do make catheters, but not for the aorta... see the blurb below.

I mention AVEI because Im convinced that you don't make money in biotech by buying what YOU like, but must follow larger trends and look for people or events that can move the market... Kam and Landis are currently very influential because of the success of their fund. Kam knows a lot about cardiology, AVEI is his top choice, and so for that reason alone, I would tend to buy AVEI at this point rather than EVTI. But I dont own either...I do own SNUS, AFFX, INCY and AGPH, for instance, but I'm avoiding device companies for now...too tricky for me.

"Its prospectus says Arterial Vascular Engineering AVEI "designs, develops, manufactures and markets a variety of stent systems and balloon angioplasty catheters for the treatment of coronary artery disease." The catheters are inflated within a partially blocked artery to expand the blood vessel. But in one-third to half of the 370,000 balloon angioplasties performed in 1993 in the U.S., there was re-closure of the artery.

The stents, now Arterial's big seller (77% of revenues), are made of a stainless steel mesh fitted over a balloon. Upon inflation after angioplasty, the mesh permanently expands, and is left in place, preventing re-closure in seven eighths of applications.

Neither of Arterial's product lines has been FDA-approved for sale in the U.S.

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10