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Biotech / Medical : Biotech Valuation

CRSP 56.87

-2.3%

Dec 5 9:30 AM EST

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To: Miljenko Zuanic who wrote (770)	3/6/2000 8:43:00 AM
From: Biomaven	of 52153

Thanks Miljenko and others for some great posts the last few days. One interesting phenomenon is the comparative resistance of biologics to generic competition. I haven't studied this as well as I should have, but the bar to generic competition in biologics seems much higher. Perhaps this is part of the explanation of how AMGN with basically just two (admittedly great) drugs can have a higher market cap than some pharmas. The reverse munch idea is intriguing. I guess I'm still somewhat skeptical at this stage, but it would be great fun if it were to happen. Peter

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