Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 51.11

-2.1%

Nov 13 3:59 PM EST

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To: Biomaven who started this subject	8/10/2001 12:54:13 PM
From: tuck	Read Replies (2) of 52153

I have recently been buying stocks like CRGN & MLNM, two of the four biotechs that have major deals with Bayer. It is widely believed that Bayer's near-term pipe and current products are inadequate. That management will finally have to cave to some sort of M&A. A Forbes article merely said that it is uncertain what this all means to Bayer's biotech partners. I guess it is this uncertainty along with the state of Mr. Market that has these two close to lows. But I think the odds are quite low that these deals will be scuttled or seriously modified. That in selling off these companies, "the market is offering to do anything stupid." Anybody care to comment on this thought process? Cheers, Tuck

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