{Bio chat}
CYTO -- they sold the farm on the way to market. From $20+, they've become a penny stock. Sold marketing rights, manufacturing rights, etc. If they're not a bargain now, they'll be bankrupt (tossing coin).
MTRA -- A possibility with FDA approval of Pyrilinks assays for bone resorption. Merck and Lilly will create some demand for assays as they market Fosamax and Evista. Haven't looked closely at Metra for awhile.
BTGC -- they're in a number of niche markets. Small products, but lots of them.
ELN/SHM -- used to own Elan, a big winner for me. Sheffield has a number of competitors -- DURA and INHL, to name a couple. Elan has a stellar record with acquisitions and collaborations. History would suggest that if Sheffield had arrived, Elan would buy them. Still speculative, therefore.
These are not the kind of companies that I suggest as partners and targets of DD, AHP, MRK, and HOE. I'd look more at the basic research companies like ARIA, AXPH, LKST, etc., companies at the cutting edge of basic science. Not to mention HGSI, MLNM, ARQL, ABSC, MCDE, GILD, AGPH, SNAP, etc. Long list, but you'll recognize the tickers from Rick's comments. |
