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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (84240)	10/15/2000 3:18:40 AM
From: Spekulatius	Respond to of 132070

Joan, SANG is a generic biotech hybrid. They have proprietary drugs (Thymoglobin) and a generic cyclosporin in the market. Their revenues are growing nicely and the bottom line should follow. They are specialized in the transplant field, which they can cover with relatively few sales representatives. I like SANG because of the low valuation and their focus in a field with high barriers of entry. Their proprietary drugs justify the valuation even if cyclosporin sales should disappointing.