We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical
Plant Genomics Companies - Paradigm (PDGM) Agritope (AGTO)
An SI Board Since July 2000
Posts SubjectMarks Bans
10 3 0
Emcee:  westes Type:  Moderated
Has anyone done research on the plant genomics companies, such as Paradigm Genetics (PDGM)? I have invested in a similar company that has about 1/15th the market capitalization named Agritope (AGTO). PDGM is over 450M market cap, with a H&Q's biotech analyst Robert Olan recently publishing the remark:

"They determine the functions of specific genes on model organisms that are applicable in non-human applications," Olan said in an article posted on "This is a new angle that sets Paradigm apart from other companies, and it’ll prove beneficial soon enough."

AGTO has a similar profile, with several important patents already issued, a research relationship through a 50% owned subsidiary with huge French pharmaceutical giant AVE, and a recently announced agricultural gene discovery product. Yet AGTO, even after its recent runup, has a market under 30M!!

Can someone explain to me why AGTO is so undervalued against its closest competitor, even acknowledging that AGTO began as a pure research company and not a VC-financed startup? I'm inclined to think that AGTO deserves a valuation of at least 100M (which is still only 1/4 of Paradigm's!), which is easily three times its current valuation. It is also quite clearly an acquisition target and bargain of the century for a bigger player who wants a footprint in the plant genomics area.

Any opinions are appreciated.
 Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
10Hi, Nigel, I hadn't noticed this thread, and started a PDGM thread. About tuck-5/9/2001
9RESEARCH TRIANGLE PARK, N.C., May 2 /PRNewswire/ -- Paradigm Genetics, Inc. (Nasnigel bates-5/2/2001
8Paradigm Genetics' TAG-KO(TM) Technology for Gene Discovery and Gene Functionigel bates-4/10/2001
7March 6 /PRNewswire/ -- Paradigm Genetics, Inc. (Nasdaq: PDGM - news), a functionigel bates-3/6/2001
6Sept. 14, 2000--Agritope, Inc. (Nasdaq:AGTO - news), which recently announced annigel bates-9/14/2000
5Portland, Ore.--Aug. 14, 2000--Agritope, Inc. (Nasdaq:AGTO) today reported that nigel bates-9/4/2000
4July 6, 2000--Agritope, Inc. (Nasdaq:AGTO - news) today announced that it has sunigel bates-7/7/2000
3June 29, 2000--Agritope, Inc. (Nasdaq:AGTO - news) today announced the issuance nigel bates-7/7/2000
2June 12, 2000--Today, Agrinomics LLC announced highlights of a recent presentatinigel bates-7/7/2000
1AGTO could be worth a second look. I noticed your post on the Genomics thread, &nigel bates-7/7/2000
 Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):