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Biotech / Medical : Biotech for less than cash value -- Ignore unavailable to you. Want to Upgrade?


To: dalroi who wrote (2)4/5/2002 5:04:54 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 684
 
Richard said that these situations are hardly no-brainers, but I still consider KDUS to be such.

I was buying a little VGNX yesterday at 2.21.

VGNX rationale is the letter to CEO Crouch that is appended to the 10-K. Something is going to change for the better, if only that we lose the current CEO. The letter was just recently posted to the thread here at SI.

The KDUS rationale is lotsa cash, licenses out for stuff, and 25% of Axiom Biotechnologies. A tomato will probaby come along and mention tax credits. The thread here at SI has all the nitty gritty.

:-)

Disclosure: I don't own as much KDUS as Carl Icahn



To: dalroi who wrote (2)8/25/2003 4:42:11 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 684
 
>> just entering another respected stock
Kdus.OB cash around 1.9 trading 1.07 <<

Since you made (5 April 2000) that recommendation, it's up 39%.

We were compiling ideas during the worst of times. How many other recommendations -- made early to this thread --have performed well?

1. How many of the suggestions made to this thread played well?

2. Of those that have "performed", are there others that still sell at a significant discount to cash?

KDUS specifics..... the Axiom play bombed, and got translated into a small stake in (from my perspective) the highly respected SQNM. Leverage there is gone (or waiting for Tomato, circa 2020). But it appears that a KDUS-derived adenosine receptor antagonist may have entered (Solvay) clinical testing.