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Post# of 252398
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Re: DewDiligence post# 22387

Saturday, 01/21/2006 11:52:53 PM

Saturday, January 21, 2006 11:52:53 PM

Post# of 252398
<<<Large or small What attracted you to them—was it mainly the valuation, or was it the programs per se? >>>

Large and both. VOD data in both prevention and treatment is imo stunning.

Regarding Dr Ferro, I agree that would be helpful, but if it contributes to an undervalued situation, I'm all for ceo's with thick accents, stuttering, tourette smile If they have the goods, eventually it won't matter.


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