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Strategies & Market Trends : Value Investing
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To: CURTM who wrote (34634)5/31/2009 11:53:04 AM
From: Spekulatius1 Recommendation  Read Replies (1) of 78634
 
re PPDI - the valuation looks OK but not compelling with a PE of around 12-13. Growth projections are anemic. My questions are:

1) Do you think that PPDI has an advantage over it's competitors CVD and PRXL?

2) Why do you think PPDI is a better buy than companies like ABT, MDT, COV with trade at a slightly lower valuation and do own the product and IP themselves? The contract business is inherently limited in terms of margins and in most cases lumpy (as can be seen in the large range of earnings estimates).
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