Bioterrorism 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 : Bioterrorism

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scaram(o)uche who wrote (157)	10/9/2001 2:14:55 PM
From: Biomaven	Read Replies (1) of 891

The best long-term plays are probably not the pure plays? Agreed. None of the pure plays look like great long term stocks to me, although ACAM looks like a pretty solid company. increased funding is here for the foreseeable future Also agreed. Hard to guess the magnitude right now. If they try to spend it too quickly they'll just waste most of it. 1. Trickle: Any new business would likely only be hitting trickle plays at earliest six months or more from now, although some "heavy iron" companies like BDAL (or maybe WAT) might get some quick orders. Further down the road some standard trickle plays like NBSC and the "consumables" companies (IVGN, TECH, etc.) should benefit some. 2. Anti-bacterials and anti-virals: On anti-virals there's VPHM and GILD. Anti-bacterials there's CBST, MCDE (or whatever it is they're called now), XOMA and many bigger companies. On the antibody side there's ABGX already in the game and I assume the others (MEDX, PDLI, CAT, etc.) won't be far behind. 3. Plant-derived antibodies. Nothing yet public here (although maybe Monsanto is still active in this area?). Overall, I think some of the most intriguing bioterror plays are not yet public. Peter

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next