Omrix Biopharmaceuticals, Inc. (OMRI)

TMFBreakerThiel (< 20) Submitted: 10/24/06 4:09 PM : Start Price: $19.60 OMRI Score: 18.78

New hemostat product should be best-in-class in a $700M+ worldwide market. We won't have to wait long--new launches are imminent. (King Pharmaceuticals already has revenue of $220M+ on an inferior product). Plus, this isn't your typical biotech swing for the fences on a future FDA decision: OMRI is already profitable (and reasonably valued) on its J&J partnership and immunotherapy business. Watch out for Zymogenetics, which is close behind with a competitive product...But I like J&J's market clout a wee bit better than ZGEN's go-it-alone plan :)

Report this Post Replies: 0 | Reply