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Biotech / Medical : Inverness Medical Innovation - IMA
IMA 6.610+1.7%3:59 PM EST

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To: PuddleGlum who wrote (24)5/14/2003 6:00:59 PM
From: Crossy  Read Replies (1) of 40
 
re: IMA Q1/2003 out - company posts $0.13 vs $0.09 consensus

Great numbers again and the company's own R&D pipeline seems to be running ahead of schedule (for a major product launch in Q3-2003). IPR will be even more aggresively pursued in the future - maybe some ACQUISITIONS of rather "cheap" market share could be the result of this (the comments of CEO Zwanziger in the call almost look to me as if they might be pursuing an acquisition of Pfizer's pregancy test kit biz - because they have not yet posted the required bond to "shut" them off the market. When would one do this ?? Only if they want to keep the competitor intact but showing at exactly the same time that they could shut them down any time if they choose to. This is a classic "motivation" to start an acquisition on the cheapo..

mark my words here.. I feel something's up here..

best rgrds
CROSSY
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