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Biotech / Medical : Biotech Valuation
CRSP 52.20-5.5%Nov 12 3:59 PM EST

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To: rkrw who wrote (4456)8/17/2001 3:57:29 AM
From: nigel bates  Read Replies (2) of 52153
 
Interesting genomeweb article on the various Bayer deals, including the little discussed Lion one -

genomeweb.com
(Clulow, the UBS Warburg analyst, separately told GenomeWeb  that Lion “is very close” to signing “several deals” similar to the one it struck with Bayer. He added that while Bayer “accounts for a good chunk” of Lion’s revenues today, “that customer concentration will diminish six months from now.” He expects Lion to announce the new deals in the next quarter.)....

...Besides, added von Bohlen, “there is no change-of-control clause in our contract with Bayer. That is why we sleep well at night.
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