Replies to post #181398 on Biotech Values

[poorgradstudent]

Re: FMI

One intangible into the model is that over the next 2-3 years there will be some attrition on the part of medical centers who currently do their own genotyping for specific / limited targets. I think that cost cutting / outsourcing efforts at these centers will begin, sending more work to FMI.

[DewDiligence]

FMR owns 11.2% of FMI, according to new 13G filing:

http://www.sec.gov/Archives/edgar/data/315066/000031506614004062/filing.txt

[stuartscott8900]

dew

Just reread your fmi valuation model from august and you state that fmi has quite a bit of buyout via in the price.what unforeseen event would have to take place for that vig to somewhat disappear?

Do you think the number of tests you outlined 40k in 2014 and 60k in 2015 is still on track?

Always appreciate your comments.