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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (1674)	9/17/2000 12:44:12 AM
From: PuddleGlum	Read Replies (1) \| Respond to of 52153

Peter- PPDI is the only CRO that I checked that looks like it's on the move, but it's also more expensive than the others. CVD has price to sales ratio of 0.65, price to book of about 2. I think you're onto something, but as you suggest it's really a matter of when the $$ start coming in. pg

To: Biomaven who wrote (1674)	9/17/2000 1:28:03 AM
From: greedsgd_2000	Respond to of 52153

QTRN definitely an interesting situation. Contract research, with all these Phase 3's coming up with the biotechs, could be a very strong area. They appear to be in a host of different collateral areas. Most important of all, they are selling extremely cheap. With cash of 370 million and the 35 million HLTH shares valued at approx 500 million current value - compared with a cap of 1.6 billion. HLTH may in fact be substantially bottomed out. Even w.o large HLTH holdings, QTRN would still be very strong financially. HLTH holdings sort of wildcard for the upside for QTRN. Revenues expanding each year and they're apparently setting up facilities capable for genomics and proteomics trials going forward. Trading approx 14 currently, with a 52 week low 12, and a 52 wk high of 35 -another favorable factor. I don't see much downside with this one, yet I see considerable upside.