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Atrix Laboratories, Inc. (ATRX) Message Board

  • ATRXTRUTH ATRXTRUTH Jan 28, 1999 10:53 AM Flag

    BUY OUT!?

    Did ATRX receive a buy out offer the board needs to vote on when they meet this week?

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    • My son is the tennis player. I am too enfeebled
      to waste energy insports. I am the one who would
      like a job in food service at a nearby resort but only
      because my social security check does not go far.

    • You just happen to play tennis, the same day, at the same resort and happen to finish just as Jackson is checking in????
      Was it tennis or the food service thing?

      The gods are with you.

    • Just finished playing tennis this morning and
      bumped into Richard Jackson at the front desk checking
      into the hotel. He just finished the Musculoskeletal
      Life Sciences Investment Forum. He said he is going
      for a 15 mile run. Wow! Nice man.

    • place at the right time. Interview by Jason Zwieg
      in Money magazine Feb. 99 p. 73.

      Question
      asked: "What's your investment
      philosophy?"

      Answer: "There's a cartoon that shows two lions on a
      hilltop, and one says, " I'm not picky-whatever's
      wounded." Over time, I think the stock that's
      wounded-that's out of favor in the market-will
      outperform."

      Ted Aronson said fund managers have been getting
      stupider. Maybe that is the case with provident?

      It
      is a good article and is worth reading.

    • To Bud and all board participants who are
      interested in reviewing the comparative analysis material
      put up over the last week regarding ATRX and ALKS)
      Please review the following related postings #2847,
      #2782 and #2747. Frankly, I guess these posts got lost
      in the scuffle, since they sparked very little
      discussion.

      ALKS (a drug delivery company with time
      released biodegradable technology) has one product in
      phase III and another in phase II clinical trials.
      Additionally, they have several partnering agreements with
      various related studies at the preclinical and
      feasibility level.

      AKLS's Current Ratio (mrq) 9.63
      Long-Term Debt/Equity (mrq) 0.15 Total Cash (mrq) $166

      Book Value (mrq) $8.07 Earnings (ttm) -$0.77 Sales
      (ttm) $1.88 Cash (mrq) $7.90
      ALKS is at least 2
      years a way from product sales and earnings and is
      being valued at $660 million, or $530 million more than
      ATRX as of Friday's close.

      ALKS is a fabulous
      example for the upside potential and the value that the
      market could or should be placing on ATRX shares, if
      only management was more effective in helping the
      market understand its undervalued status. Yes Bud you
      are right. If ATRX had the level of Wall Street
      interest that ALKS has successfully cultivated, then the
      shares of ATRX would be trading around $60.00. This is a
      very large price to pay for a management team that
      does not know how to excite Wall Street.

    • Let me see if I understand your eloquent
      illustration of what management policies are costing Atrix
      shareholders. Alks as os yesterday had a market capitalization
      of about 669 million. Atrix has a market cap. of
      about 132million. {Market capitalization = shares
      issued x share price }Atrix has 3 FDA approved products
      ; Alks has none . Atrix's potential market is
      larger than AlksThe difference in capitalization is 537
      million. Atrix has roughly 11 million shareholders. Does
      this than mean that the market should value Atrix at
      669 million or $60+ per share ? I suppose it does
      unless Alks has a big hard and financial asset base .
      Please elucidate,

    • does anyone else find their messages get lost in cybespace ?

    • Maybe it isn't just the number of published news
      releases that counts, possibly there are some other
      factors worth considering too. For a better analysis, we
      may also wish to review and judge each news article's
      content, the direction offered for the company's future by
      management (product development progress reports and
      updates), the inspiration and confidence instilled in
      investors by management (accurate and believable earnings
      forecasts), as well the quality of presentation by a
      company's management to institutional investors
      (confident,enthusiastic, dynamic and forceful speaking
      qualities).

      Without adding in the above, I find it difficult to
      understand why the best candidate for comparative analysis
      -- ALKS-- is trading with a market cap of more than
      a 400% premium to ATRX. Not only does ALKS have
      four times the value of ATRX, it also has 11 analysts
      from major firms following it and enjoys the benefits
      of approximately 67% institutional ownership. All of
      this is happening in ALKS favor while it has NO
      APPROVED PRODUCTS and will continue to endure losses for
      at least 2 more years.

      Obviously the market
      finds a lot more value and likes more of what it sees
      with ALKS than ATRX, in spite of the fact that ATRX
      has 3 approved products, earnings and a larger market
      potential. The market's disparity in valuation, and the
      number of analyst providing coverage, and the amount of
      institutional ownership between these 2 stocks has to be
      attributed to something. So if you still think public
      relations, management's willingness to express earnings
      forecasts, and management's relationship with Wall Street
      does not count, think again. Not only does it count,
      it counts to the tune of $460 million+ -- a sum far
      to large to discount, ignore, or to give away and
      not fight for.

      There can be only one
      conclusion drawn from the above: ALKS's management group has
      done more to achieve success -$$$$- for its
      shareholders than ATRX's management group.

      IF you
      agree with the above and have not yet written to
      William O'Niel requesting a change in the Company's
      public relations policy or a change in management
      personnel, you only have yourself to blame....What are you
      waiting for?

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