Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: chirodoc who wrote (3288)	11/1/1997 3:26:00 PM
From: Andrew H	Read Replies (1) \| Respond to of 9719

>>only concern is that they seem to be trying to establish themselves as an independent pharma. isn't this risky?<< Yeah, could be a concern, but it depends just what they mean by this. If their acquisitions are adding 25M to the bottom line in the first year, that's not half bad. Neither is having your own sales force as long as you are not entirely dependent upon it. Looks to me like they are tying to establish a strong European position, which basically doubles the size of the US market. They have a number of alliances, have to see how they play out.