Duramed (DRMD) Synthetic Estrogen Product 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 : Duramed (DRMD) Synthetic Estrogen Product

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: vestor who wrote (1795)	6/26/2001 10:31:03 PM
From: Thure Meyer	Read Replies (1) of 1837

Well, The Russell is one factor. I'm not sure by when the portfolios have to be rebalanced. But another one must be an emerging awareness of what an interesting play this is. Here we have a company that is actually profitable and gaining market share in what is arguably the largest growing sector in health (i.e., products for baby boomers), precisely in an area which traditionally has accounted for a lot of drug profits (hormones for women). Since Duramed is such a small company (market capitalization wise + float), any trivial market gain translates into earnings that can drive the stock price. I think part of the price appreciation is speculation that Duramed is gaining market share and that this quarters earnings will show it. Overall, this company could turn out to be the surprise of the decade if indeed Cenestin is accepted as Premarin. Remember, 27 million in real earnings is $1/share. Pick a multiple (say 40) and its a $40 stock, 54 million and its a $80 stock. 54 million in earnings is not a lot in the drug world... Anyway, lets think of a positive future and cross our fingers for spectacular earnings. Thure

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next