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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (4526)	1/7/2004 8:15:53 AM
From: Crossy	Respond to of 37387

re: Vital Biotech (1164.HK) - HK$0.80 well I just found a fairly current research report from last fall issued by Core Pacific / Yamichi .. they maintain their BUY rating on Vital with a target price of HK$1.06 I would maintain that this is a shortterm target only IMHO, no success from future revenue streams seems to be priced in here.. iprasia.com what I like particularly is that a new collaboration with ALK was mentioned to jointly provide Allergy vaccines. This is a fairly "hot" sector of the pharma universe, even in very developed markets like the US or Europe. Tangible commercial results from this project could be expected in a 2-4 year time frame. check it yourself ! CROSSY

To: Crossy who wrote (4526)	1/7/2004 8:30:58 AM
From: Crossy	Respond to of 37387

re : 0399.HK - Far East Pharmaceutical (HongKong) - HK$ 1.07 I did some search for new literature on the web and found another great research report from Core/Yamaichi analyst Jeff Wong - this time on Far East Pharma.. He maintains his BUY rating of FE Pharma (0399.HK) with a target price of HK$1.20 ---- iprasia.com He especially outlines the midterm strategy - I long suspected something like that given the background of the still very fragmented PRC pharma market, FE Pharma's huge cash position (more than $700m HK$ if my calculations are correct) and the recently tigthened chinese cGMP standards, which will drive many fringe producers out of the market due to the costs associated with facilities upgrades highlights: - 0399.HK - FE Pharma has 270 drugs in its product portfolio - 4 drugs launched this year and contributed 14% to total revenue" - growth strategy is to acquire quality assets and best selling drugs, firm plans to spend HK$300m over 3 years to acquire 30 companies - PRC pharma market still fragmented, biggest firm accounting for 3% of revenue - diversified product mix will help reduce risk and boost revenue stream now if this doesn't sound good then I don't know what does CROSSY