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► Valuation: Omega is being valued by the market as a steady low growth
business. However, this does not reflect the potential that can be derived from
the new products. The stock trades on an EV/sales of ca.1.2x which places it at
the bottom end of a peer group. It also trades at a discount to NAV.
► Investment summary: Being an established player with a wide range of
products available globally makes ODX attractive. Careful management and reinvestment
of resources is resulting in an exciting period of new product
launches. However, the unexpected approach from IDH, which may or may not
result in the acquisition of the whole or part of ODX’s allergy business, would
provide significant resource to increase the growth rate of its other products.
on the table "We have recently been approached by our Allersys licensor (Immunodiagnostic Systems Holdings plc "IDS") with a view to changing the nature of the commercial relationship with the Company. This could extend to the acquisition of all or part of our Allergy Business.
aspirin a replacement for statins , I don't think so mate , aspirin has no effect on cholesterol, I wish it did , statins have a whole host of nasty side effects , which if reduced would be a major break though.