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  • WuXi Partners with Covance on Contract Research Services in China [View article]
    I would not be surprised to see Covance buy WX sometime in the future, especially at this PPS.
    Jul 01 18:14 pm |Rating: 0 0 |Link to Comment
  • China Biotech Week in Review: News on All Fronts [View article]
    I would rate it a buy here. WYETH just gave up a key piece of information in that it can take 9 months to get a permit in China to create an R&D facility within the PRC. That as opposed to 30 days for permits in US & Europe. Given the economic gains (essentially cost savings) and workforce available not to mention the access to Chinese proprietary remedies it seems to me there is tremendous room for continued growth.

    WX is building more and new facilties Wyeth will increase CRO outsourcing from 25% to 30%, Pfizer and others which need to develop a fatter pipeline of products need the same economy of scale for R&D.

    Despite lofty valuations, I am confident this is a long term hold with great potential. I have a healthy position about to get larger at these prices. I recently bought trading shares and cashed them in on the last dip. The break below 19 gives us another opportunity.

    Niksurfs
    Apr 14 12:15 pm |Rating: 0 0 |Link to Comment
  • WuXi PharmaTech Beats Estimates: Should See Upside [View article]
    I would rate it a buy here. WYETH just gave up a key piece of information in that it can take 9 months to get a permit in China to create an R&D facility within the PRC. That as opposed to 30 days for permits in US & Europe. Given the economic gains (essentially cost savings) and workforce available not to mention the access to Chinese proprietary remedies it seems to me there is tremendous room for continued growth.

    WX is building more and new facilties Wyeth will increase CRO outsourcing from 25% to 30%, Pfizer and others wihich need to develop a fatter pipeline of products need the same economy of scale for R&D.

    Despite lofty valuations, I am confident this is a long term hold with great potential. I too have a healthy position about to get larger at these prices. I recentlt bought trading shares and cashed them in on the last dip. The break below 19 gives us another opportunity.

    Niksurfs
    Apr 14 12:13 pm |Rating: 0 0 |Link to Comment
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