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Strategies & Market Trends : Pluvia's Fist.com - Pluvia's Plays & Portfolio

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To: Pluvia who wrote (985)	9/13/2000 9:44:59 AM
From: Pluvia	Read Replies (1) of 1766

NPRO - Look at this one to build a long term position... Court ruling later today regarding BMY's taxol patent should be in NPRO's favor, but key is NPRO is well positioned in the Taxol (2 billion market just opening to generic mfgr's like npro). NPRO looks like a leader in the generic taxol space due to abbot partner, IP, mfg capacity and know how, and ownership of trees used to produce taxol... We bought now and will hold, buy more on dips. IMO only a matter of a few Q's before these guys capture a nice chunk of the Taxol market - it's gotta be a 25+ stock by then...

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