SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V}
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: BRAVEHEART who wrote (274)3/12/2000 7:05:00 PM
From: tuck  Read Replies (1) of 423
 
Evening, Jeffrey,

A counterpoint from pros re DSCM. A Gruntal report with price targets has a rosier scenario. As an SI member, you can get it for free through the Multex Network. In a nutshell, they use a '00 enterprise value to revenue multiple to value the company. They find it significantly undervalued compared to its peers in the Internet Healthcare arena, when they think it should command a premium because it is an ecommerce company, which deserves a higher multiple. Their six month target is higher than mine. I don't think they are as pessimistic as I about the direction of the overall market during this time, is most of the reason. My WAG for max revs doesn't look that wild, in that it included swallowing PlanetRx; take that out and my guess is pretty close to theirs (wonder if we're using the same market data? ;~} ). They assume quickly increasing margins, partly because beauty products are higher margin, something I didn't know.

So I'm willing to revise my target up to roughly halfway between mine and theirs: call it six months to $55.

I don't think this changes my next few weeks forecast.

multexinvestor.com

I don't believe they are involved in the offering, at least, they are not mentioned. They are a market maker in the stock.

Cheers, Tuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News