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Alan Brochstein » Comments » AFFX

  • Investing in Cancer Treatment: Six Stock Ideas [View article]
    Thanks for the comment. I have owned VAR in the past and have been negative on it for a while but am now "neutral". If you search this website, you will find an article to which I responded that explains my position to some degree.

    I single VAR out because they are the clear, clear leader. For those investing in cancer treatment, they are the only choice, as Siemens is a huge (foreign) company and Elekta doesn't trade on any exchanges here. VAR is extremely innovative, and I have confidence that they will maintain their leadership in the future. My only question is really valuation, which is now much better.

    As we look out into the future, expect that there will be cancer treatments that combine chemotherapy and radiation (radiation will "turn on" the molecule), and you can expect that VAR will be a leader in this field.
    May 19 11:56 am |Rating: 0 0 |Link to Comment
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