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

To: JMarcus who wrote (8543)	1/11/2001 1:25:36 AM
From: tuck	Read Replies (1) \| Respond to of 9719

Marc, Yup, that looks like a strategic shift at CRA, though it'll be a while developing. CRA seems to be one of the last hot discovery companies to go this way. Many of them planned it in advance, like ABSC. Apparently the gospel now for these companies is that they have to leverage their core competencies into drug development programs in order to achieve the higher valuation that therapeutic companies command. Did I use enough of the right buzzwords in that last sentence? Cheers, Tuck