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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (5917)	8/26/2000 1:49:10 PM
From: max power	Read Replies (2) \| Respond to of 19428

I saw an interview with the CEO of CALY yesterday evening (I don't recall if it was CNBC or NBR). The CEO was asked about the China business and the effect on the stock price that day. She talked about the number of people in China etc. and the number of HIV cases there are thought to be. She was then asked how CALY could possibly supply that quantity of medication and she did not have a ready answer (it actually,IMO, seemed to take her by surprise. She answered that they may look to outsource production or expand their facilities to ramp up. She was then asked where the money necessary to expand would come from and she did not really have an answer but didn't think it would be a problem. Finally she was asked if they would consider a buyout, and she said that anything to increase shareholder value was an option. IMO opinion the buyout is the logical direction they would pursue. A larger firmer could get CALY and the pipeline to China for their other drugs relatively cheap. A potential takeover may keep CALY from falling below 3-4. max