所谓的投资其实没那么难。 就是手痒很难控制。把这一点摆平了就好办了 ：）
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next medical device buyout candidate: RESP
来源: pediatrician2 于 07-07-27 22:08:20 [档案] [博客] [旧帖] [转至博客] [给我悄悄话]
medical diagonistics and devices are recently in crazy buyout and resultantly, the whole sector has substantial price appriciation. The most high profiling buyouts are VMSI, DIGE, ARRO, DADE. The common characteristics of these buyouts are:
1. the company has 2-4B market cap.
2. the company is an industry clear leader in certain function.
VMSI: leader in breast cancer HER2 testing and histology which is of interest to Roche's avastin cancer drug.
DIGE: leader in cervical cancer screening.
ARRO: leader in cardiovascular area
DADE: leader in a few areas.
why RESP?
RESP is a clear leader in respiratory area which is parallel to ARRO
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next medical device buyout candidate: RESP
来源: pediatrician2 于 07-07-27 22:08:20 [档案] [博客] [旧帖] [转至博客] [给我悄悄话]
medical diagonistics and devices are recently in crazy buyout and resultantly, the whole sector has substantial price appriciation. The most high profiling buyouts are VMSI, DIGE, ARRO, DADE. The common characteristics of these buyouts are:
1. the company has 2-4B market cap.
2. the company is an industry clear leader in certain function.
VMSI: leader in breast cancer HER2 testing and histology which is of interest to Roche's avastin cancer drug.
DIGE: leader in cervical cancer screening.
ARRO: leader in cardiovascular area
DADE: leader in a few areas.
why RESP?
RESP is a clear leader in respiratory area which is parallel to ARRO
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