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Biotech / Medical : Biotech Valuation
CRSP 56.68-2.4%Dec 12 9:30 AM EST
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To: tommysdad who wrote (2211)12/2/2000 9:12:21 PM
From: Biomaven   of 52153
 
STI-571 is truly remarkable.

Agreed.

And unlikely to have come from a biotech, IMO. Novartis was in the kinase game big and early.

But then they went and partnered with Vertex on kinase ...

But I do agree that underestimating the pharma is a big mistake. Battleships beat missile frigates most of the time. The key question is my view is whether in the post-genomics environment the battleship advantage will increase or decrease.

Peter
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