Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 53.47

+0.3%

Nov 28 9:30 AM EST

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To: Luke who wrote (786)	3/14/2000 9:25:00 AM
From: Biomaven	Read Replies (2) of 52153

Luke, I've heard several examples last couple of weeks of where pharma was taking their sweet time to sign deals on biotech projects that they considered very important, only to have the biotech take the offer back as they're finding money. I kind of suspected this has been happening. The number of licensing deals has definitely slowed down, and the days of the old "cherry-picking" sales of a biotech's first-born for an 8% pittance may be over. To the extent that biotechs are no longer desperate for cash, they are likely to partner much later in the process, or if they do partner earlier, be much more aggressive in their demands. This is actually a significant fundamental shift in the relative valuations of the biotechs and the pharmas, initiated strangely enough by a shift in their stock prices. Life imitating the stock market? Peter

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