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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (8305)10/5/2000 9:04:00 PM
From: Spekulatius  Respond to of 9719
 
Well have you looked at PCOP?
The enterprise value is only about 330M$. 500M$ market cap minus 170M$ cash that is. This looks cheap to me, but I do not understand their strengths too well. Combinatorial chemistry doesn't look too exiting in the new world of genomics too me and software sales won't do it either.
The question remains if they have state of the art capabilities and/or a competitive advantage and I would guess someone in this thread knows....



To: scaram(o)uche who wrote (8305)10/6/2000 3:06:30 PM
From: dalroi  Respond to of 9719
 
two years ago, 200 million in market cap bought you a MLNM

you still can get good firms for that

BTRN

But overall think you're right
as +- always :-)

cheers

Stefaan


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