There must be some hidden liabilities for a
few of these, how do you explain alxn?
I'm getting more attune to cash, 'tech value', and
various liabilities these days: Take my best example,
Genset, supposedly assets of 123m at the end of last
year, with about 60m cash, ha! Subtract some debt,
the perception of the apparent exodus, what is left?
The oliogonucleotide division, a Rodney Dangerfield
protein library, and the promise of a partner for
Famoxin. Promises promises.
Keep up the good work fellas, and thanks for enduring
my rant. Also, Bullmarket gave a list of high cash
biotechs last Wednesday, I'm sure you have seen it,
some overlap with your list I think too, others missing,
Vical for instance. |
