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Myriad Genetics Inc. Message Board

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  • jacosa jacosa Jan 31, 2011 10:55 AM Flag

    great results

    That "when" is probably beyond anyone's investment horizon. The problem is that Myriad sells tests that look like tests, needs a research operation that looks like a feisty drug developer, and is building a sales force that looks like old-line big pharma. It just isn't a good fit for anyone, all three pieces are important to the value proposition, and none of the "looks likes" is exact enough to be easily replaced by the parallel operation of an existing player.

    Let some of the newer tests grow into their paws and the company might make a reasonable division for one of the behemoths. But until then, they aren't digestible.

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    • I respectfully disagree, Mygn's single biggest weakness is their inability to introduce new product(tests) to mkt. Any pharma Co. with an existing sales force can easily add these tests to their repertoire. The oncology salesforce will pitch mygn's oncology offering, Obgyn salesforce will pitch women's tests etc. An international player could do the same across europe. Don't forget, Mygn is one of the highest margin co's out there. Eliminating SG&A would make already huge margins even better. As the industry moves towards personalized medicine MYGN becomes even more valuable. Mygn's slow but steady roll-out of each newly intro'd test would be replaced by explosive penetration into the mkt. The growth trajectory that would be seen internationally is reason alone to scoop up mygn at current levels. I'd bet alot of $$$$$ I'm not alone in my logic..........

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