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Biotech / Medical : Biotech Valuation

CRSP 54.12

-4.4%

10:13 AM EST

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To: Biomaven who wrote (388)	9/23/1999 8:11:00 PM
From: RWReeves	Read Replies (1) of 52153

800K for what? Not sure- but with the all the acqs they have made it could be a number of things. Does CHMD compete with SANG? Nope: Message 10411673 CHMD has the distribution rights. Blood glucose- interesting bunch. Maybe start a thread on SMBG (was 5 years with LifeScan). Big, Big players in the market- cutting out a piece of the channel like CHMD has done then selling your own product into it-that's very ballsy. I can't see why Novartis or J&J hasn't just bought these guys to munch that channel and share. They also have this Cell Robotics lasette-although not sure if rights are exclusive-- wierd technology that uses a small laser to punch microholes in skin to access interstitial fluid for SMBG testing. What's THAT doing in a what's otherwise a Pharmacy Benefits Administrator? CHMD looks like it's just going to keep piling on clients since chronic care is the most costly segment of the insurance market to handle and they have a cost effective solution. So there's a strong chance of having both earnings growth and multiple expansion which the ever present munch opportunity. Could be interesting. Stuff this in with my CRO collection I guess. 'Nuff said. RWR

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