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Biotech / Medical : Biotech Valuation

CRSP 53.80

+2.6%

Jan 2 9:30 AM EST

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To: Jibacoa who wrote (3761)	5/11/2001 3:43:45 PM
From: Lighthouse	Read Replies (1) of 52153

Apologies for jumping in. GLGC might pose a bit of a problem in that they have subscription deals with many companies. Makes an outright acquisition a lot harder (a big mess) for a big pharma. Another bio-info company could do a deal. CRA? RSTA did not have too many outside deals to have to square away. Also had lots of cash on hand so the deal value to MRK is a lot lower than the acqusition price suggests. MRK is an in house company by reputation and action. In the past they have not in-licensed many (any?) molecules. Certainly as compared to PFE and others. As another example they are the only large pharma not to subscribe to INCY's database (the only one of 20). Preferring to go it alone. What makes RSTA's product so desireable that MRK wanted to own it completely? I am sure they could have signed a deal with RSTA anytime they wanted. How much where they going to spend to do these same techniques? Perhaps a better question is what did MRK see that they did not want others to get their hands on?

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