Had these two on my radar screen for quite a while. BLUD took a pounding last week when it was subpoened by the Department of Justice in an antitrust probe of the blood reagents industry...ouch! Like the company, like its current valuation, like its business position, but an antitrust probe really hurts, even if nothing eventuates (lots of smoke). Worth keeping an eye on though. VIVO took a hit recently on earnings and revised guidance. But it brought a few insiders out of the woodwork and that is always encouraging. Like the company's business, like the balance sheet, but don't like high valuations.
Disclaimer: No position in either of these stocks personally or professionally.
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