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Biotech / Medical : Biotech Valuation

CRSP 53.47

+0.3%

12:59 PM EST

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To: Biomaven who wrote (1082)	5/11/2000 4:59:00 PM
From: scaram(o)uche	Read Replies (1) of 52153

>> What other such hidden values are still lying around unnoticed in VRTX and other biotechs? << NRGN is loaded with discovery capacity. Molecules are flying off of screens throughout the sector. Playing field is leveling at a rapid pace. We had, on several occasions, predicted that would VRTX be munched over Boger's dead body. Now we see the results. I would love to explore synergies between VRTX and VPHM. Complementary programs (first blush) in HCV, cash from VPHM, interesting RSV program without a partner, seemingly pretty good leverage. VPHM also can't be munched, but.... they might buy into moving forward as part of a strong partnership.

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