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Biotech / Medical : ChiRex (CHRX)

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To: Haseltine who wrote (33)	3/26/1997 10:24:00 AM
From: Dick Roy	of 130

Agree on Lonza and DSM since these are not a pure play on pharmaceutical chemicals but include many industrial and even food chemical products. I used to compete with them (and cooperate on broad issues in trade associations). Catalytica and Synthetech I don't know much about. I am interested in niche players in fast-growing or scientifically interesting areas. (On the speculative side I have made a couple of investments in companies involved in signal transduction research (LGND is one) including apoptosis (programmed cell death), LXR is another there are threads for both on SI, LXR is much more speculative than LGND but LGND is not yet at breakeven). I used to deal with Parexel as consultant for customers trying to get FDA approval. Their share price is pretty high, isn't it? They are more of a service co. so I don't put them in the same category and also wonder if they still have the upside potential like a CHRX. M/while re: ChiRex, I think an important element in their success will be how well they diversify their customer base, they seem very dependent still on Sanofi, a core and traditional customer of their's. They also very much need to creat a larger U.S. customer base.

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