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Strategies & Market Trends : Biotechnology Cancer Cures
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To: Mike McFarland who wrote (66)6/14/1999 2:33:00 PM
From: scaram(o)uche  Read Replies (1) of 226
 
Mike.... you want to add OSIP. Some would have you add IMCL and/or REGN. My favorites are SUGN, CELG and OSIP.

With VLTS, I absolutely cringe when I hear the endo angle. The Del-1 abstract is worth scrutiny, however, as is an understanding of Ixsys and now-older efforts of David Cheresh's lab at Scripps. The company has horizontally integrated GMED, PolyMASC, and the remains of PGEN. They are scrambling to do what the "munch" thread says won't work.... consolidate the lowest tiers, whatever we call them now. It would be very interesting to know who is pushing the mergers and acquisitions..... not SOP.
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