Trickle Portfolio Message Board

STOCKTALK

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 : Trickle Portfolio

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tuck who wrote (41)	11/1/2000 1:33:28 PM
From: Biomaven	Read Replies (2) of 1784

tuck, No, the CRO business is not a significant driver of ILXO. The key near term event for them is going to be the Campath approval process and how well the drug does in the market if/when it is approved. (I've seen very different views on how good a drug this is going to be). The other company that has a CRO tucked inside it is GZTC - there the CRO is a comparatively bigger chunk of the business, but still not the key driver. (FWIW, the GZTC CRO was profitable on an operating basis this quarter and for the last nine months, compared to a loss last year). Peter

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next