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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Spekulatius who wrote (8574)1/14/2001 10:17:42 PM
From: Vector1   of 9719
 
Spec,
Classic value play. However, I would caution the gross margins are only 50%. Not your typical 90% plus in the pharma industry. The surgical products business is much lower margin so companies in that space are worth a much lower multiple of earnings. In addition the company is going to loose money next year so there is no earnings visibilty. On the other hand the downside is low and the company is trading below where it could be sold for.

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