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Biotech / Medical : qtrn(quintiles trans) -- Ignore unavailable to you. Want to Upgrade?

To: RWReeves who wrote (42)	9/24/1999 12:53:00 PM
From: hoyasaxa	Read Replies (1) \| Respond to of 105

Agree. R&D as % of revs keeps going up; amount outsourced keeps going up. Big, global players will win -- QTRN is the leader. Value of the intangible assets -- in particular data (success and failure of trials) is huge -- and info. tech ventures (i.e. envoy) totally undervalued by market. Viewed QTRN cheap at 35 -- view it as creaming buy now. As for Covance, dig CVD also but watch HTD's inroads into pre-clinical business (although small comparative part of revs).