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Biotech / Medical : Biotech Valuation
CRSP 51.11-2.1%3:59 PM EST
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To: tuck who wrote (4443)8/10/2001 2:29:05 PM
From: Biomaven  Read Replies (1) of 52153
 
tuck,

I'm concerned about the Bayer deals. These are basically early-stage deals, which historically have not fared that well in mergers. (In contrast, late stage product that get disgorged because of mergers can often produce a windfall, like OSIP).

If Bayer gets munched, then the surviving company will have to honor the letter of the deals. But who knows if they will pursue early stage leads diligently, which is where true rewards for partners lie. OTOH, I suppose MLNM could regain some rights to targets handed over to Bayer, which might be good in the long term.

I've been concerned that Bayer seemed to be target crazy. (They also have a big deal with Lion to find novel gene targets.) Not clear to me they have the expertise or resources to really chase that many targets.

Peter
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