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

To: Paul Senior who wrote (14445)	5/9/2002 10:20:53 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78516

Paul, I have looked at KNDL and it looks cheap to me. However at current prices i would tend to buy the much larger QTRN. This company has had mixed earnings but its the largest fish in the pond and I assume that size matters in this business. QTRN has a very strong balance sheet (5$ cash/share and no debt). Contract research is a volatile and low margin business, QTRN strives towards partnering with smaller pharma and biotechs & shoulder some of the drug development risk and earn a share of the revenues if the drug hit the market. This seems like a viable strategy to me.