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Biotech / Medical : Biotech Valuation

CRSP 55.08

-2.9%

Dec 26 9:30 AM EST

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To: Mike McFarland who wrote (1223)	6/23/2000 4:33:00 PM
From: Biomaven	Read Replies (2) of 52153

Well pharma are only going to do major deals like this if they feel it's something they can't do in-house. So it's much more likely they will go with someone major like MLNM or VRTX than a third tier. One of the fascinating questions is whether big pharma are going to panic at the genome "revolution" and start falling into the arms of MLNM and the like. There's a school of thought that says companies like SKB have been poring over e.g., the HGSI data for around seven years already, whereas most of the traditional smaller biotechs can barely afford a modest INCY subscription. This school says the pharma are actually better positioned than many biotechs to take advantage of genomics and advances in rational drug design. Another school of thought says the early genomics payout will mostly be in Mabs, where the biotechs are much more experienced than the pharmas. And of course the old "biotechs are smarter and quicker" theory weighs in here too. Overall the biotech/pharma dance is still absolutely key to understanding valuations. I wish I had a better handle on it. Peter

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