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

To: Alan Whirlwind who wrote (45)4/16/2001 8:48:00 AM
From: MarcG  Respond to of 62
 
Alan, Had a nice Easter?
I am very impressed with Dr. Bailey's credentials, honors and first-hand experience in the BioDefense industry, and consider his appointment more evidence that HDRN's management is putting together a very high quality team to achieve success.
The strategic plan outlined by Jon Stout envisions a three year transition period transforming HDRN into a top tier Intelligence Community service provider. Not only is the admnistration focused on military preparedness, the private sector may provide surprises. I agree with you that the choice of this industry provides the visibility to attain growth at a reasonable price. The Biodefense niche defines HDRN as a specialized player, and IMO, if successful developing its niche, will at the same time make it vulnerable to takeover by defense gorillas.



To: Alan Whirlwind who wrote (45)4/17/2001 1:26:13 PM
From: MarcG  Respond to of 62
 
Alan, As a follow-up to your question, I think the most realistic answer is that only time will tell what the benefits are vis a vis the new administration. In the short run, the market is acting better in spots, and HDRN is included with the improving ones.


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