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Biotech / Medical : 2010 Biotech Charity Contest

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To: pgo-neil who wrote (41)1/4/2010 2:17:14 AM
From: DewDiligence_on_SI   of 356
 
>SYT deserves some detail... MON is clearly the leader in this area. But they control 80% of the existing market. So it is possible for others to grow larger percentages... I think that SYT has the best shot in this space.<

SYT is a fine company, but it is very different from MON. SYT derives about 75% of sales from chemicals and only 25% from seeds/biotech. MON’s sales breakdown is almost exactly the reverse. Regards, Dew
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