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

To: Spekulatius who wrote (18297)	12/29/2003 7:12:07 PM
From: Madharry	Respond to of 78525

There is a pretty active MEDI thread. my sense was that they misunderstood the market for their product and horribly mispriced it. Not sure what they will do with it next year.

To: Spekulatius who wrote (18297)	1/8/2004 9:54:15 PM
From: Spekulatius	Respond to of 78525

Blue light special for MEDI expected tomorrow: biz.yahoo.com A leaving CFO is rarely an indication of a thriving business but i don't think there are any balance sheet issues with MEDI, biotechs are a very clean cut business from the financial side. I will put in a lowball bid to add to my shares tomorrow.

To: Spekulatius who wrote (18297)	1/8/2004 10:05:57 PM
From: Spekulatius	Respond to of 78525

Anybody has looked at my earlier stock BMRN ? - Their approved enzyme replacement drug Aldurazyme (partnered with genzyme 50/50) has a revenue potentional of 250M$ for BMRN + strong cash position + fairly low risk development program for more genetic disorder diseases + Partnership with Genzyme (buyout potential, see Geltex) + nice chart + very little competition, virtual monopoly - high cash burn and losses This would have been the better candidate for a 100% return, IMO.