Stockchase Opinions

John Embry Aurizon Mines ARZ-T BUY Apr 17, 2006

Currently going into production. Feels there is execution risk, but the guy who is running the program is very impressive.
$2.700

Stock price when the opinion was issued

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COMMENT

There are a whole bunch of small pharmaceutical companies that are just kind of getting started right now. What this company is doing so far is good. To grow in this world right now, because the acquisition world is so hot, it is hard to find stuff. What you have to do now is get product rights and slowly develop them over time. His guess on this one is that this will be a good, long term holding, but there might be more interesting places to be in the short term. (See Top Picks.)

DON'T BUY

Quite expensive at about 13X EBITDA. He would much prefer Merus (MSL-T) than this.