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Biotech / Medical : SangStat Med. (SANG) - 10 of 10 analysts say Strong Buy
SANG 4.850-0.7%1:32 PM EST

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To: Duane Greg who wrote (180)7/7/1999 1:19:00 PM
From: RWReeves  Read Replies (1) of 184
 
Take a look at the CHMD announcement. It seems to be on the surface potentially negative for SANG, and could be responsible for part of the recent drawback after a nice run. But reading it, the emphasis seems to be on the costs of patient non-compliance for which SANG's product may have an advantage. Pharmacy Benefits Management may do more good for SANG than harm.

BTW CHMD is up 30% today on top of a couple of 10% days so its not a bad one for SI'ers to watch either.

Disclosure: I sold. I'm outta SANG until I re-run it on my valuation model. CHMD I'm in.
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