Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (13898)	2/10/2002 8:53:01 PM
From: Paul Senior	Respond to of 78704

re: Pharma's. I'm also looking to add to my exploratory position in RX. This info. supplier to the pharma's will never have a blockbuster drug, but OTOH, its business is not specific to just one pharmaceutical company.

To: Spekulatius who wrote (13898)	2/11/2002 11:24:58 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78704

Spekulatius: What think you on IVAX. I'm back in it after 2 or 3 profitable round trips. I like the transition to proprietary as well as solid position in generics. Also like the huge position the CB has...I know his interests and mine are aligned. On ELN, I've seen several comments indicating that what wasn't so transparent under US GAAP, was more clearly shown under Irish GAAP. Anyway, if I ran a co. in Ireland, I wouldn't want a bunch of IRA guys thinking I'd done em wrong. The early stage pipeline appears stronger than the late stage...leading to the uninspiring 1 to 5 year growth...but progress on alzheimers could rouse animal spirits once Enronitis passes.