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Biotech / Medical : Munch-a-Biotech Today
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To: Jim Oravetz who wrote (864)7/7/2000 12:53:07 PM
From: Biomaven  Read Replies (1) of 3158
 
Thanks, Jim - an interesting article.

Of course the course of action in response to this problem that made sense for the pharmas back in 1998 when this thread started - just munch the biotechs - no longer makes real sense given the profound shift in relative valuation. (In 1998 the IXBT and the DRG were roughly at parity - the IXBT now stands around 3 times higher than the DRG.)

I suspect that we will see many more biotech munchers over the next year than pharma munchers. What we may see more of though are the sort of big deals that VRTX and MLNM recently signed with pharmas.

What is really striking about the article is just how meager the pharma pipelines are. By comparison, SEPR (or its licensees) will likely roll out around 3 drugs a year for a good few years to come.

Peter
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