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Biotech / Medical
Clinical Research Organizations-CROs
An SI Board Since November 1999
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46 9 0
Emcee:  RWReeves Type:  Unmoderated
CROs-Clinical Research Organization stocks

CROs are organizations which conduct some or all parts of clinical trials under contract for many pharmaceutical, biotechnology and medical device firms. In recent years they have also spread out into related areas such as toll manufacturing of pre-clinical and clinical product, telemedicine and data warehousing. Some have even acquired operating bio/med companies, blurring the line further. Regulatory requirements for drug and device registration and sale are are increasing significantly, which could spell a lot more work for these organizations. Clearly the field is evolving.

CRO stocks have been beaten down substantially in the last few years but as of late 1999 are beginning a comeback.

The purpose of this thread is to provide a forum for the discussion of CRO and related stocks, domestic and foreign.

A model portfolio of CRO stocks will be assembled and suggestions are actively solicited.

RWR
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46A possible business for CVD: biz.yahoo.comPaul Senior-6/11/2003
45When I looked at ABI last year, I passed on it in favor of PKI, which I still haPaul Senior-6/5/2003
44KNDL seems to have taken wing today, which interests me. On the Ab front, IMMURWReeves-6/5/2003
43Thanks, RWR. Appreciate the ideas, and I'll check 'em out. I have BAX Paul Senior-6/4/2003
42The ones Im buying of course. For large cap I like BAX, you get a huge BT playRWReeves-6/4/2003
41I'd be interested in your opinion of what some of those "better plays&Paul Senior-6/3/2003
40I'd be interested in your opinion of what some of those "better plays&Paul Senior-6/3/2003
39Just passing by....I just looked at KNDL again. Seems to be pretty cheap for a gRWReeves-5/30/2003
38Anyone still here with a favorite buy at current price? I'm still holding oPaul Senior-5/19/2003
37I'd stopped watching them when they had "taken wing" a while ago,RWReeves-5/13/2002
36I'm a buyer this am. eom.Paul Senior-5/8/2002
35RWR, how about KNDL at current low price? Looks like a buy to me. Do you havPaul Senior-5/7/2002
34Here's an update on the CRO portfolio: siliconinvestor.com Started late 19RWReeves-5/11/2001
33RWR, thanks for your update. I've decided that at the current prices for thPaul Senior-1/4/2001
32I like the sector on fundamentals. More and bigger trials are in store, not lessRWReeves-12/27/2000
31RWR, Do you have any opinions that you can share now on CROs? I've got QTRNPaul Senior-12/22/2000
30About time... siliconinvestor.com RWRRWReeves-6/30/2000
29 Yes, I've owned CCRO at times. I like KNDL as I think they are well run. ThRWReeves-6/29/2000
28 And I see you are following CROs. I've had a position in CCRO for at leastPaul Senior-6/28/2000
27 RX is looking pretty cheap. 15 bucks. P/E of about 16. KNDL is off it's loRWReeves-6/26/2000
26 OK, everyone forgot about CRO's Understandable. They have yet to run. But RWReeves-4/1/2000
25 QTRN breaks out today with a bid for the mid 30's only to fall back to 27 iRWReeves-1/24/2000
24 CVGR news. Prelude to a munch? Message 12600245 RWRRWReeves-1/18/2000
23 Doing DD on PPDI they seem to have a significant genomics presence from a previRWReeves-1/12/2000
22 RWR, <i>RX... IMS... THE source of data for drugs, diagnostics, etc salebiowa-12/28/1999
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