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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (1073)	3/3/2002 8:07:28 PM
From: Spekulatius	Respond to of 1784

IVGN has been an accident waiting to happen - 10% organic growth, and P/S exceeding 5 (now still 3.8). I think this one could hit 25$ with more negative sentiment. ALso QGENF looks still fairly expensive with a P/S of 8 and apparently lower growth rates. The trickle companies are somewhat vulnerable to recession too and increasingly get valued to more traditional P/E and P/S ratios. i think that PKI does look interesting after the last plunge with a P/E of 15, but i would wait to get in until the dust has settled.

To: tuck who wrote (1073)	3/6/2002 11:30:45 PM
From: Crossy	Respond to of 1784

Tuck, thx alot for the AGNT update. That looks interesting - think it warrants a close look.. rgrds CROSSY

To: tuck who wrote (1073)	3/6/2002 11:36:07 PM
From: Crossy	Read Replies (2) \| Respond to of 1784

to Tuck & all on this thread.. Opinion sought on SHIMADZU shimadzu.com SBU outline: www1.shimadzu.com Revenue seems to be 75% life sciences / medical related Since you and many others on this thread reportedly enjoy field level understanding of many products all those trickle companies, I'd love to hear any opinion you might have about a Japanese major player in medical equipment - I'm speaking about Shimadzu. In the US I believe an ADR is being traded on the pinksheets.. Any idea on their competitive position and how it compares to US equipment ? Is their quality ok ? Reliability issues ? New, exciting products that could be expected ?? I am feeling tempted to buy in because Shimadzu has a Price/Sales ratio of onl 0,40, Price/Book of 0.85 and a Gross MArgin of 32,5%. I have heard from various sources that in JApan, many costs are assign cost of sales that in the US would be listed as SG&A, hence the lower Gross margin%, typically Japanese firms have 5-15% points of sales margin% being transferred from SG&A to GM column.. any input welcomed.. CROSSY