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Biotech / Medical : Biotech Valuation
CRSP 51.59-1.1%Dec 2 3:59 PM EST

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To: John Metcalf who wrote (1661)9/17/2000 11:51:22 PM
From: aknahow  Read Replies (1) of 52153
 
<<<I don't see the possibility of a biotech that will own something indispensable to other companies, as INTC
and MSFT have done. Companies like PDLI and ABGX own technologies indispensable to some, but
don't have a hammerlock on MaB technology.>>>

While I realize this will be greeted with great laughter and scorn, just for the record, I think BPI and LBP and the peptide versions will become indispensable to others, in many areas, too numerous to mention.

Baxter/Xoma and AGN control recombinant BPI and XOMA controls peptide forms of BPI and LPB.

Disclosure.
Currently very long XOMA. At any time may write options on BAX.
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