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  • investora2z investora2z Oct 5, 2013 9:18 AM Flag


    The article on SA a few days ago covered several aspects of the future potential of Biozone. Most of them, like limited downside potential due to revenues from the contract manufacturing business, and the huge potential of the QuSomes drug delivery technology, have already been mentioned in most articles about the company. The author also mentions that the potential of QuSomes technology is confirmed by the fact that a company like MusclePharm (MSLP) invested in Biozone months after investment by OPKO Health (OPK). Dr. Frost and other investors, must have seen great potential in the technology based on results from the research so far. The author mentions that 'there must be something very innovative about the QuSomes technology and Biozone's ability to manufacture it for multiple different products.' In case OPKO begins to manufacture even one of its products based on the technology, that would confirm its commercial viability, and have positive effects on the contract manufacturing business. Further, the contract manufacturing business revenues are likely to receive a boost in 2014 even if MusclePharm contracts a portion of its production to Biozone. Analysts are in favor of following the smart money, and Dr. Frost's track record indicates that he has huge faith in the prospects of Biozone. This is reflected by the huge stake taken by him directly and through the companies where he is at the helm. Companies like Opko and MusclePharm are already doing well, and Biozone can follow if it begins to realize its potential. The next few quarters will be interesting to see how the events unfold. There are obvious risks when one invests in a company like Biozone and volatility may be high. However, backing of investors like Dr. Frost provides assurance of financial support which is ever so critical for companies at this stage of the business cycle.

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