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Biotech / Medical : Catalytica Energy Systems, Inc. (CESI)
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To: Biomaven who wrote (1404)10/6/1999 4:54:00 PM
From: smh  Read Replies (1) of 1514
 
Peter,

I'm not so sure this is good. Obviously, the continuing trend to outsourcing is good for CTAL. However, I think CTAL is at capacity going forward in the areas GLAXO business utilizes (not sure) and since new business is higher margin, it may be that the faster GLAXO phases out the better... up to a point?

The SYNERCID deal and its apparent outsourcing history seems to be another indication that CTAL may be viewed as an above average outsource provider, with obvious implications for both volume and margin.

Regards
SMH
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