DNA

Alex Smith · 07-15-2005, 09:41 AM

I'm glad that this one finally showed up on Cramer's radar - I've been riding this one since May and it's been good all the way. The have a ton of products in the pipline and their current group seems very good.

Mike Johnson · 07-15-2005, 11:36 AM

Would you add more at this price or wait for a pullback.

Alex Smith · 07-15-2005, 03:57 PM

well the target price set by s&p (which i normaly dont trust) was $93 as of may, 24, 2005 it was however considered over valued at just under $80/share. They also rate it as a strong buy. I personnaly bought DNA and AMD yesterday, i think both those stocks will do better than s&p projected.

scott kreitz · 08-03-2005, 11:46 AM

DNA reported non-GAAP EPS of $0.30 per share with strength coming from a number of line items including Herceptin, Avastin, Xolair and royalties. I think reimbursement for Herceptin and Avastin ahead of
formal approvals will drive upward revisions to 2005 and 2006 consensus forecasts, although I remain cautious on DNA's valuation.

07-15-2005, 09:41 AM	#1
Alex Smith new member Join Date: Jul 2005 Posts: 4	DNA I'm glad that this one finally showed up on Cramer's radar - I've been riding this one since May and it's been good all the way. The have a ton of products in the pipline and their current group seems very good.

07-15-2005, 11:36 AM	#2
Mike Johnson valued contributor Join Date: Jul 2005 Posts: 22	Buy now or wait for a pullback Would you add more at this price or wait for a pullback.

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07-15-2005, 03:57 PM	#3
Alex Smith new member Join Date: Jul 2005 Posts: 4	well the target price set by s&p (which i normaly dont trust) was $93 as of may, 24, 2005 it was however considered over valued at just under $80/share. They also rate it as a strong buy. I personnaly bought DNA and AMD yesterday, i think both those stocks will do better than s&p projected.

08-03-2005, 11:46 AM	#4
scott kreitz new member Join Date: Jun 2005 Posts: 4	DNA reported non-GAAP EPS of $0.30 per share with strength coming from a number of line items including Herceptin, Avastin, Xolair and royalties. I think reimbursement for Herceptin and Avastin ahead of formal approvals will drive upward revisions to 2005 and 2006 consensus forecasts, although I remain cautious on DNA's valuation.