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To: velociraptor_ who wrote (46589)2/4/2001 10:53:28 AM
From: Condor  Read Replies (1) | Respond to of 57584
 
Hi V,
Do you have an opinion on CEGE here?
Tls.
C



To: velociraptor_ who wrote (46589)2/4/2001 1:02:29 PM
From: GREENLAW4-7  Respond to of 57584
 
V CRA has always been my favorite, and I also went the road of PRE-MED with a major in GENETIC ENGINEERING at the Univ. of Miami, but decided to attend Law School after BURNING OUT in the 5 year pre-med program.

I believe CRA has the most potential but I also think its sister companies PDLI, HGSI, MLNM and MYGN have much future promise. MYGN being my second favorite with its patent on the COLON CANCER gene.

I still believe this market is heading for tough grounds and perhaps the fact most cannot determone with any certainty how to value these GENO and PROTEO stocks they may actually be a good place to park some cash. I picked up some ALXN on friday, and I am still researching its potential. If what I have already found this stock may be VERY OVER SOLD under 50.

Good luck and I am still holding that CTLM and BGC shorts!



To: velociraptor_ who wrote (46589)2/4/2001 10:49:02 PM
From: Mike M  Read Replies (1) | Respond to of 57584
 
One of my favorites is CRA...probably a bit overvalued as well, but they have already sequenced the human genome and are doing so much with it that they hold the potential to be one of the biggest databases for useful information which could be priceless.


CRA is also my favorite. It would seem to me to be the biotech equivalent of MSFT (I particularly like the CEO) with ABI the equivalent of INTC. Time will tell if that analogy fits or if promise gives way to disappointing results.

I was wondering if you do think CRA is overvalued, could you offer an analysis of valuation and price objectives like you did with CEGE? Is it possible that the promise is so great for this unique company that we have seen the lows? Thanks,

Mike