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Biotech / Medical : Clinical Research Organizations-CROs

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To: Paul Senior who wrote (43)	6/5/2003 2:24:47 PM
From: RWReeves	Read Replies (1) of 46

KNDL seems to have taken wing today, which interests me. On the Ab front, IMMU is looking good on the continuing conversion of diagnostic and research antibodies to therapeutic applications. This is basically the play that doubled DNA over 3 months (anti-CD20) at a fraction of the cost. Total market cap is about 300MM which is munchable. Disclosure: Of course I own some, often do when its cheap often sell when its not. ABGX and MEDX also seem cheap on relative terms again and have some of both of those. BTW ABI is looking pretty lonely and I am starting to do some analysis on them. So much happening in BT hard to keep an eye on the CROs Richard

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