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Biotech / Medical : HuMAB companies

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To: dalroi who wrote (5)	6/5/2000 8:55:00 PM
From: Biomaven	of 1022

Stefaan, perhaps you could also add morphosys Well, anytime MLNM does a technology deal it's worth taking note: mlnm.com This relationship started with LKST, but it appears to be continuing under MLNM. I don't know anything about morphosys myself. MLNM of course also has a more publicized recent Mab deal with ABGX: mlnm.com In this area I personally own MEDX and ABGX, with GZTC as a sort of tag-along play. However, I personally don't have a good handle on which of the companies in this space will be the winners over the long-term - a good argument perhaps for just holding a basket of the major players. Peter

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