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

To: Spekulatius who wrote (38682)8/3/2010 3:36:30 PM
From: Spekulatius  Read Replies (3) | Respond to of 78476
 
TNAV - bought a little today at 5.05$, hopefully for a short term trade <g>. This one has received quite a flogging since the issue with the Sprint contract came up (60% of revenues)

130M$ in net current assets and 37.5M diluted shares or about ~3.5 net cash/share, so you pay very little for the ongoing business.



To: Spekulatius who wrote (38682)8/3/2010 5:01:29 PM
From: Paul Senior  Respond to of 78476
 
" Furthermore I do not think that GENZ incredible expensive orphan drugs (for Gaucher and such) are unassailable..."

Possible competing Gaucher drug is from Protalix Biotherapeutics (PLX). I have a few shares, acquired in May when GENZ quality problems were being reported by the media.
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Here's an article out now about why GENZ might be a buy and what an acquirer might pay for the company:

marketwatch.com


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