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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (8335)10/16/2000 11:54:34 AM
From: keokalani'nui  Read Replies (1) of 9719
 
Corixa has very shrewd deal makers (they bought the RIBI adjuvant for peanuts; they have a gazillion licensing deals; they bought a first generation cancer vaccine to give credence to their story; and now with Bexxar they are going to have the real thing), and they certainly understand how to market a company better than me....for I have never understood its valuation. If this transaction takes them up to a $1.5-$2b capitalization I wouldn't hold it. Just MO.

--Wilder
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