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Biotech / Medical : Biotech Valuation

CRSP 56.37

-2.8%

9:47 AM EST

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To: Biomaven who wrote (3763)	5/11/2001 4:22:59 PM
From: nigel bates	of 52153

However I'm not sure I can see the same breadth for most other genomics companies. My guess is that to the extent companies like GLGC (which I own) and SQNM (which I don't) have technologies useful to a potential acquirer, a simple license would be the likely outcome. Other genomics companies are so widely partnered (think INCY) that an acquisition by one company just doesn't make sense Doesn't that ignore the competitive advantage to be gained by being able (possibly) to freeze development on stuff that is partnered externally, while going ahead in house ? $600m or so is considerably less than 1 yr's R&D... how many LEXG / DGENs are there, for example ? The RSTA acquisition must be causing disquiet in some boardrooms.

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