Seems like most investors don't understand the significance of this. Biotech guys never pay any attention to P/E. so it means nothing to them. Non-biotech only pay attention to P/E so 20 is not that impressive.
The important thing is that this is a biotech play which implies potential for major home run action down the line (nobody knows what may be in store) - AND it is a solid company, so NO RISK if managed properly.
This is huge. Seems like most do not understand. It will be fun to observe from The Grey Corner.
It's so fleeting maybe it shouldn't mean anything at all. Looking forward to a good quarter. Hoping that this transitional stage, seems like that because of everything that could go on, will go on. The core business protein A makes this a interesting stock. The maneuvering that will go on is going on. The deal that is on going with the Bio's not jumping in keeping the Protein A distribution is fascinating. They see the importance of a continual flow. Like to have that job going back and fourth to Sweden sipping a Smithwick.
I don't really follow you. Why is P/E fleeting? What is 'everything going on'? What is the deal with Bios jumping in or not jumping in to Protein A?
I am an outsider who is looking in. Seems like a solid company with a good core business. you seem to have a lot of real knowledge about the company. Any further info you'd be willing to share would be most appreciated. I'd be interested to hear your general predictions/estimates for Repligen's future.