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

To: Mark Ivan who wrote (62)	4/16/2000 5:50:00 PM
From: blackmerlin	Read Replies (1) \| Respond to of 105

QTRN down 11.3% for the week (not too bad). See biobiznet.com for BioMedTech Index of Under $30 Stocks. However, this is a new low, since QTRN was already on a slide previous to last week. It looks like Quintiles Transnational is revving up a Web-based strategy through it's Quinternet Informatics Service Group (see R&D Directions, March 2000, p.24). Another piece of bad luck in timing since internet companies also got hit very hard last week. However, this may not necessarily be a poor strategic direction if the stock market recovers since clinical and laboratory services are just beginning to move onto the net and somehow it all has to interface with the commercial development of pharmaceutical products. The Healtheon/WebMD hook up is a good choice, since they appear to be a leaders in direct-to-consumer health-care information. Also with the acquisition of Envoy, Healtheon/WebMD now also becomes the leader in health-care electronic data interchange transactions in the United States. However, getting all of the above to work together smoothly, is not easy. It's going to depend a great deal on the operational culture of the company: timely and open communications, a lot of interaction across boundaries, less boundaries, etc. Regards, Jake Blackmerlin