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Biotech / Medical : Biotech Valuation
CRSP 56.68-2.4%Dec 12 3:59 PM EST

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To: Biomaven who started this subject1/22/2004 4:47:31 PM
From: zeta1961   of 52153
 
On topic:) upcoming AACR meetings

I went to the site today and perused through their list of faculty for this meeting, hoping I'd recognize some physicians of companies I own...

In addition to the biggies such as Lilly, Novartis, Merck...there were a few small biotechs...

Exelixis stood out to me...any thoughts about this one?

Peter, I agree...generics big time...an interesting DD would be on a company DRUG...on the OTC...headquarters in Vancouver, manufacturing in China...making EPO, selling it to India,Korea, Viet Nam and other nations who the lawyers in this thread know do not seem to respect international patent laws...
TIA...
Zeta
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