Medpace Holdings Inc (MEDP)

[OncoJock]

This forum needs some fresh posts.

I like this stock. I discovered it when I was researching publicly held contract research organizations. (This is related to my line of work as a medical writer specializing in oncology drug development.) Other CROs I discovered about the same time included Charles River Laboratories, Parexel, PPD, PRA Health Sciences, Syneos, Covance, and ICON. About the same time I also began to invest in laboratory supply houses including BioRad, Thermo-Fisher, Perkin-Elmer, and Danaher.

I first bought shares of MEDP in 2017, paying about $28 each. I've bought and sold a lot of shares since then. My current cost basis is $154 per share. At current prices, my stake in MEDP accounts for about 19% of my brokerage account, so I pay pretty close attention to ups and downs of the share price.

If anyone wishes to discuss the latest earnings report (which beat predictions on both earnings and revenue) I'd welcome the opportunity.

Cheers!

-- OJ