Inverness Medical Innovation - IMA Message Board

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Biotech / Medical : Inverness Medical Innovation - IMA

IMA 7.250

+1.4%

Nov 21 9:30 AM EST

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To: PuddleGlum who wrote (24)	3/1/2003 10:29:23 AM
From: Crossy	of 40

PG, the ironic aspect of today is that the market seems to have lost its predictive feature and instead seems to be totally dominated by "war fears". I bet if fighting breaks out the market will quickly adjust upwards and if the campaign was over within a month then we should see a real windfall. If nothing happens, no war, no exile policy for Mr. saddam then this uncertainty goes on. The essence of this might be that the market wants to get over it one way or the other. I really do not want to make any predictions on major indices right now. However some sectors - defensive ones - look good even now. IMA is a special case because it's a sector consolidator and a buyout candidate by big parma in about 2 years. If past performance of Mr. Zwanziger's management skills as a rather opportunistic "company builder" is an indication for the future, we should see a 5-10 bagger here. There's of course no guarantee but a fair chance. Even some brokerages took up this story and now are projceting +$20 levels soon and even +$30 levels towards the end of year, beginning of 2003. Integration of OSTEX will be nice because they offer quite high-margin solutions. The recent refinancing should bring down interest expenses as well. All nice essentials on the fundamental front - so we shouldn't have to sail rough seas on this avenue.. rgrds CROSSY

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