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Biotech / Medical : The Stock for 1999(Polymedica)PLMD(Medical Supply Co.) -- Ignore unavailable to you. Want to Upgrade?


To: Arthur Radley who wrote (1544)7/28/1998 9:54:00 PM
From: Proton  Read Replies (1) | Respond to of 3414
 
Re: To Old Friends and Even Older Customers!

Welcome Peter to the thread.

Thanks, T.D.! The reception I'm getting here is a bit different than other places on S.I... :-O

...but one surprise to me was the increased gross profit margin increasing to 52%. This indicates to me that we are now seeing the benefit of repeat orders coming into play.

An interesting tell. Is this for the company overall, or just for Liberty?

However, it appears that management wants to keep client numbers internally. The fact that revenues and other key financial numbers are growing, this decision doesn't concern me.

With strong numbers and a favorable regulatory environment, there's enough of a good case for this stock without all the gory details, I'll give you that. The "seven-year" client retention goal gives one an indication of what management expects, and the gross profit margin is a benchmark for future results.

So, besides Ligand curing all known forms of human disease, what risks are there for PM? El Supremo Vigaro & Miss L. notwithstanding, of course. ;-)

Pý (off to check the on-line trade confirmations...)