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Biotech / Medical : Millennium Pharmaceuticals, Inc. (MLNM)
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To: Harold Engstrom who wrote (681)4/8/2001 2:12:45 PM
From: software salesperson  Read Replies (1) of 3044
 
harold,

i listened to both q&as and levin's presentation.

the 1st q&a starts around 2:05 and runs for about 45 minutes.topics covered include t cells,abgx/medx/pdli comparison,small molecules vs antibodies,platform technologies, among others.interesting, especially for anyone who can understand biotech acronyms spoken at fast speeds.

the 2nd q&a starts around 6:00 and runs for about 20 minutes.not too interesting.

of course, the highlight was levin's presentation.starts around 3:05 and, with q&a, runs for about 1 hour. he talks about mlnm's valuation model and how it drives all aspects of the business. also contains a discussion of the history of pharma/biotech over the last 100-150 years, analyzes pfe and mrk, discusses valuation metrics, and explains how the platform they have developed will lead to sustained pipeline development and profitability.

sales
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