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Biotech / Medical : OSI Pharmaceuticals (OSIP) - formerly Oncogene
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To: former_pgs who wrote (363)2/8/2006 1:40:35 PM
From: rkrw  Read Replies (1) of 447
 
What I don't get about Goddard's way of thinking is yes, osip will be valued based on earnings BUT even if eyet is modestly accretive someday, osip is also valued on growth. So when he takes the worst case scenario and says even that is good, he's not considering the growth side of valuation. When bio products peak, valuations can squeeze, so instead of 30-40X eps, maybe 10-15X is more reasonable. So what does 1+1 equal, 0.8? :-) My two cents!
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