Biotechnology Value Fund, L.P. Message Board

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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: scaram(o)uche who wrote (802)	7/16/1999 8:17:00 PM
From: scaram(o)uche	Read Replies (1) of 4974

While we're contemplating new confusion-free names for Pfizer products ("Woodyagra"?)......... a couple of months ago, we were discussing management teams that were caught in the headlights, and singled out GILD and LKST as exceptions. PB points this out to me, and I had missed it....... iqc.com Did I follow my own logic? Arrrrrrrrrrrrgggggggggghhhhhhh....... However, with the subsequent moving and shaking at VLTS, I did opt for a few of these........ iqc.com We need more innovation from small, big-science companies. We need fewer egos that inhibit innovative mergers. The time is ripe to combine companies that have individual market caps that total less than $500 million, such that they have the potential to break through to independent pharma.

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