Clinical Research Organizations-CROs Message Board

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Biotech / Medical : Clinical Research Organizations-CROs

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To: Paul Senior who wrote (41)	6/4/2003 10:01:06 AM
From: RWReeves	Read Replies (1) of 46

The ones Im buying of course. For large cap I like BAX, you get a huge BT play, a 2.3 percent dividend thats covered by earnings and a historically low P/E. Yeah they f**D up with their residual fluid killing off dialysis patients but they will pay their price and get back on track. For the junior version consider CERS, which is back in GvHD and has a third of the valuation it had BEFORE it hit all its blood safety product targets. Pharma, OK, MLNM seems to me well poised (again)and for speculative plays those zinc fingers of SGMO call to me. I traded in and out of IMCLE over the weekend on a hunch which turned out to be correct and if the SEC comes sniffing they can peruse my post last year that speculated that Erbitux DOES work and the trial was flawed. I'd consider again after the runup recedes. Lots of nice Ab plays now that the research antibodies of yore are going therapeutic. RWR

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