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Re: BiotechValues post# 82717

Friday, 06/17/2011 10:13:25 AM

Friday, June 17, 2011 10:13:25 AM

Post# of 94785
GeoInvesting will be coming out with a number of reports in the 'overall positive' variety soon actually.

Two that Maj has talked about on the boards will get longer-type reports and 6 will get summary-DD type.

This was a post by Maj on Geo:
"Drexion, ratobranco, chinastockpicker, mucsleman, traderfan.

Thinks it is time that we coordinate with Geo members to pick one ChinaHybrid to investigate that we really want to go to long on and collaborate the OTGDD process. we are in the process of creating a wish list that may help us. I envision two types of scenarios:

1. Re pricing of risk premium via P/E expansion regardless of growth outlook (p/e of 2 to 5).

2. Re pricing of risk premium via P/E expansion and EPS growth for situations where near term non dilutive growth is in the cards. (p/e of 5+).

Let's discuss in the ask bob board.. We need to be clear that we do not know how this will play out and that we will remain vigilant of fraudulent practices in the space. (there are still a few more that need to be flushed out)."

-Fernando

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