Hi, Richard
I'm not familial with the stories behind most stocks in T/FIF portfolio, but osip seems to be interesting in that it generates some income, even though not enough to cover expenses, but income is rare in the world the so-called bio-"tech" sector. Also I've used some of their products. First-hand experience, so-so.
1. Hopefully, I'm not mistaken: was OSIP bought out by CalBiochem, two years ago?
2. As its profile claimed, osip has 28 cellular assays (reporter systems). But most DD guys dislike cell-based assays. As the old song goes: "dirt in, dirt out". If osip has good assays, compound libraries, & medicinal chemistry, it seems to be a good buy at this level. But doubts remain that its claims be true.
regards |