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Biotech / Medical : qtrn(quintiles trans)

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To: ToTradeWell who wrote (40)9/23/1999 8:20:00 PM
From: RWReeves  Read Replies (1) of 105
 
CRO's are not going to go away. FDA wants more and better data, corporate clinical groups are expensive to feed and maintain (maybe the most expensive groups) and there are a lot of start-up costs for trials and sites that CRO's can leverage. A lot of those pipelines we talk about are going to run right through CROs.

QTRN continues to look like the leader in this area (although I also like Covance's contract manufacturing foray). Seems like just a matter of time before the best get priced to reflect the value.

RWR
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