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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (11715)	11/7/2002 12:52:20 AM
From: PuddleGlum	Respond to of 57110

PEB is now ABI + CRA. MYGN has a growing diagnostics business and has an excellent patent position, so I might add that one to the list. AMGN is the big fish out of the drug makers, but I'm not convinced that they can keep up a good growth pace. In fact, they'd do well to partner with ARIA on a particular technology. I will add to my list: DNA, a well-established company with a fine pipeline. PPDI, a contract research organization (on a parallel with contract research manufacturers in the electronics biz. Imagine you could have JBL, Sanmina, Solectron, or others long before they rode the wave.) As mentioned in a previous post this company has been raising guidance for most of the last year. Finally, CVD, another CRO that should be watched. I don't own CVD or PPDI, but I really should own one of them.