Biotechnology Value Fund, L.P. Message Board

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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: scaram(o)uche who wrote (2316)	3/1/2001 8:31:16 PM
From: Miljenko Zuanic	Read Replies (1) of 4974

You will remember that net profit from Viracept wasn’t that great and the $2.1B price WL paid isn’t based on Viracept market potential. What they bought (and paid for) is integrated and fully developed infrastructure for R&D business. The some is going for SUGN and LKST. Knowledge and experience is more valuable than any (if not true blockbuster) product. <<It's easy to get depressed and suggest that market mood will hold an issue back in the face of good news. But, if the good news is a major clinical success, it just plain won't happen.>> I did not say this. The major clinical success is primary driver (MEDI for instance) but if it is isolate case it will not last forever. It is my view that today bio-sector investors (not traders) are much smarter (and faster on fingers), so mood will swing quickly if company depend on single product. It is main reason that I am in favor of sector consolidation, where strong will get stronger and weak disappear from scene. Miljenko

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