SI
SI
discoversearch

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 : Biotech Short Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tuck who wrote (419)2/27/2003 9:28:38 PM
From: Spekulatius  Read Replies (1) of 897
 
MEDI's valuation looks pretty rich to me. P/S around 10 for a company that needs to buy itself growth with pretty expensive acquisitions (Aviron) sounds expensive to me. Unless they hit a mother lode with Flumist the stock is far to expensive, IMO. i'd say that the intrinsic value of MEDI is no higher than BGEN, a company with comparable pipeline and revenues. This would imply a stock price of 20$ for MEDI.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext