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Strategies & Market Trends : The Rational Analyst

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To: HeyRainier who wrote (85)12/26/1997 2:38:00 PM
From: Scott H. Davis  Read Replies (2) of 1720
 
[Potential January gems] ADIC, AXC, CGN, DWSN, SBEI, SOCR, TMAR have a nasty chart and solid balance sheet items (SOCR has been variable, but may be interesting at this price).

BioTechs - getting hammered. TRIBY has turned profitable, has acquired additional tests with two acquisitions and just as importantly distribution channels, and has an one step, rapid HIV test due for an FDA decision soon, the one analyst covering it projects a 114% EPS growth next year. II really likes BTGC, which has a growing product base & promissing new items.

ISIP and VICL - don't bother with a balance sheet check with these, do a science check. Tremendous potential for their technology, several items in phase I & II clinical trials (so no dependance on a single drug getting FDA approval), partnerships with major pharmaceuticals & significant milestone payments (and in VICL, licensing of some of their vaccination technology)

Close to yearly lows, well off historical highs at a time when they are actually much less risky, having made a lot of progress clinically. Currently bouncing back modestly from recent lows. I'm trying to decide which to pick up on now. FYI, Scott
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