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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Vector1 who wrote (2455)	9/17/1997 8:05:00 PM
From: Pseudo Biologist	of 9719

V1, best of luck and prepare to forego sleep for the next few months. On the surface Dionex (DNEX) looks a bit cheaper than MDYN. Quickly from Yahoo profiles: D vs M shares out 11.9 million vs 10.2 trailing EPS 2.07 vs 0.47 projected EPS 2.35 (year ending jun 98) vs 0.50 (dec 97) or 0.73 (dec 98) -- MDYN appears to be expected to grow faster. recent price 50 vs 23 1/2 ttm sales/share 11.18 vs 4.88 cash/share 2.5 vs 2.0 ROE 32.75% vs 14.34% MkCap 589 mill vs 240 mill On traling PE alone DNEX seems quite a bit cheaper; on PSR (esp. if you correct for cash) they are almost the same. Their businesses are not the same, of course, and I do not think they compete directly. A lot may hinge on MDYN's new product and on improvement of margins as the sales seem to be there. How did you come up with it? One of my buddies made a killing with a similar animal, Perseptive Biosystems (PBIO), which is being taken over. PB

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