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Biotech / Medical : Biotech for less than cash value

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To: dalroi who wrote (2)4/5/2002 5:04:54 PM
From: scaram(o)uche  Read Replies (1) of 684
 
Richard said that these situations are hardly no-brainers, but I still consider KDUS to be such.

I was buying a little VGNX yesterday at 2.21.

VGNX rationale is the letter to CEO Crouch that is appended to the 10-K. Something is going to change for the better, if only that we lose the current CEO. The letter was just recently posted to the thread here at SI.

The KDUS rationale is lotsa cash, licenses out for stuff, and 25% of Axiom Biotechnologies. A tomato will probaby come along and mention tax credits. The thread here at SI has all the nitty gritty.

:-)

Disclosure: I don't own as much KDUS as Carl Icahn
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