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Biotech / Medical : Clinical Research Organizations-CROs -- Ignore unavailable to you. Want to Upgrade?

To: RWReeves who wrote (21)12/28/1999 5:30:00 PM
From: biowa  Respond to of 46
 
RWR,

RX... IMS... THE source of data for drugs, diagnostics, etc sales. It really is the data gorilla

No, they just use gorillas as customer reps...

A word of caution: As you know the secret recognition password among marketing-savvy biotechers is "Can't somebody do a better job than IMS?" Not that Scott-Levin or any of the others is particularly threatening, but I just have to wonder if some .com wunderkind out there is cooking up a better way.

biowa



To: RWReeves who wrote (21)1/12/2000 9:59:00 AM
From: RWReeves  Read Replies (1) | Respond to of 46
 
Doing DD on PPDI they seem to have a significant genomics presence from a previous acquisition that does not seem to be valued by the market. Was an enormous spike in PPDI some months ago, was trying to figure out why.

Need to dig deeper but if you have time (I don't at the moment) take a dig through it with 10Kwizard.

Back in to KNDL at 9 and change. VTIV moving up slowly. Love the chart: "V"

RWR


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