Replies to post #48116 on Biotech Values

[ghmm]

I generally hold long term.

I thought Pharmasset (VRUS) sounded interesting. I never heard of it until Dew pointed out the BOA webcast. I generally don't move quick though and wouldn't mind someone doing a write-up on them to learn more about their technology. Perhaps one of the IDIX followers as they seem to be a (potential) competitor on several fronts.

I'll have to look at JAV and KOOL not familiar with either.

[kcalt]

On the topic of KOOL- "Net revenues for the nine months ended March 31, 2007 totaled $13,231,000 compared to net revenues of $8,491,000 for the corresponding fiscal 2006 period, a 56% increase."

So they are projecting $18-22 mil for FY 07 (ending 6/30), which means that 4Q sales will be $5-9 mil. After 3Q $5mil in sales, that is quite a Q over Q increase, potentially. Seems that sales growth is still accelerating, assuming the order backlog doesn't get depleted. If you figure that they can sustain sales growth at 60% annually, then the co seems to be undervalued w/ a mkt cap of $140 mil. IMO.