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Biotech / Medical : Trickle Portfolio
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To: Biomaven who wrote (37)11/1/2000 10:12:36 AM
From: scaram(o)uche  Read Replies (3) of 1784
 
Some here know my background. For a couple of years, I was V.P. Product Development at a competitor right down the road from them. We kicked their butts, pretty badly and very visibly.

However, they were *the* reagents company to move through the funding window when it opened. My gut feeling is that digesting LTEK will make further consolidation risky. If they can integrate companies efficiently, then I'll give them a respectful bow after the fact.

Projecting forward (diluted), that's $1.04/share. Not bad, but I don't understand the impact of the add back of non-cash amortization. Shareholder equity is only $200M.... we can't forget that these guys/gals are operating largely on the basis of borrowed money.

Big war chest. Amazing execution. I'd love to see someone write a book about this one.
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