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Biotech / Medical : CLTR COULTER PHARMACEUTICAL
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To: Lighthouse who wrote (164)12/31/1998 3:52:00 PM
From: Vector1  Read Replies (1) of 666
 
You are right to point out that the CSFB reports are from Basu and not Swartz who is a solid analyst who called the mid cap biotech rally. Basu has been consistently wrong about Coulter. There is no reason to expect that his perfect record in that regard will be tarnished.
The three best researhed reports IMO on the issue are from Tang at BTAB, Ginzberg at Piper (formerly Vector) and Tanner at Vector. My discount rate on future earnings is lower than typical for a company at CLTR's stage because i) FDA approval is virtually assured and ii)Rutuxan has generated over $100m in its first year proving the market will accept a new product.

I am a buyer of additional CLTR at 28 or better.
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