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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (28251)	3/15/2002 10:59:14 AM
From: Ken W	Read Replies (1) \| Respond to of 29382

Sergio "ps You've got to follow the rules on Yeehaw ratings. Law and order!!!" Okay, okay....shheeez what a nag! VBG I'm shooting for high 9 low 10 on BVAS. Sold part of the kids FDP for about 80% profit yesterday. BAMM hit my GTC sell order at 3.45 from 3.00..Sold AES mid 9 while I was in the MRI tube..LOL GTC sell orders are working out well! CDIC is kicking this morning on short covering and the SG Cowen presentation. They are going to be at a heart symposium on the 16th too. Non invasive heart monitoring is just beginning to catch on. Since I've been seeing alot of doctor's lately I've been asking lots of questions, okay, I've been promoting the stock a little too! <GGGGGGGGG> CLGY looks to be kicking in waiting for this next Q's announcements. QADI has come a long way amigo. I'll keep a close watch at 3.00. PMSI upgrades today..re entry as close to 6 as possible. Ken

To: Sergio H who wrote (28251)	3/15/2002 11:38:05 AM
From: Crossy	Read Replies (1) \| Respond to of 29382

Hi Sergio, while the street is digesting the gains from early March, HHGP and Nanotech advanced to new highs. HHGP is now around Net asset value. And their 2 "core" medical device holdigns in Kriton Medical and Neurometrix are nearing a stage where an IPO could be in shore and with it HHGP would literally unlock a "pot of gold" for all us investors.. Meanwhile I acquired a strep throat and feeling quite subdued. Did research Japan however and found some gems of a lifetime. Imagine major pharma corporations with an ample stuffed pipeline selling for under PSR of 2.. Listed are only those firms where I had a chance to look at their R&D pipelines in English and where I think that valuation is low.. My top pick: Kaken Pharmaceutical - 4521.J - 740 Yen www.kaken.co.jp Y-70.3bn sales, PSR 1, P/B 2, PE 35 R&D 8%/sales nice pipeline .. 17 compounds .. 5 approved, 5 NDA, 5 Phase 2, 2 Stage 1, 2 Preclinical, 4 Drug discovery collaborations .. noteworthy their licensing of a top SCIOS product in the past for Japan (& Asia ?). They are famous for in-licensing other products.. Tanabe Seiyaku - 4508.J - 1150 Yen Y-194bn sales, PSR 1.76, P/B 1.76, PE 17 Pipeline: 18 compounds ... 7 NDA, 3 Phase 2, 7x Trials, 1x launch Dainippon Pharma - 4506.J - 1350 Yen Y-159bn sales, PSR 1.44, P/B 2.10, PE 23, Pipeline: 17 compounds ... 1 launch, 5 NDA, 1 P3, 6 P2, 4 P1 Sankyo - 4501.J - 2000 Yen Y-545bn sales, PSR 1.68 PE 25 P/B 1.40 R&D 14%/Rev. Pipeline: 26 compounds .. 5 filed, 2 P3, 6 P2, 10 P1, 5 PreCl looks like I'm going to buy that Kaken Pharma, think their shares are listed on the PinkSheets in the US also.. rgrds CROSSY