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Biotech / Medical : Biotech Valuation
CRSP 54.15-4.3%10:22 AM EST
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To: Biomaven who wrote (4896)11/7/2001 4:27:03 PM
From: Harold Engstrom  Read Replies (1) of 52153
 
Right. The lack of deal-flow can be disconcerting. I think the Antegren deal was big and is a hopeful sign for the future. OTOH, it was almost necessary as the companies both had an IP position that would have required licensing agreements at some point, and for Elan Biogen's $200MM facility in RTP in a time of severe capacity constraint was probably a factor as well. It was a win for both companies.

I think that SRA will not be a big factor. Perhaps a factor in future growth and wrt market share, but not a factor wrt absolute scripts.

Would like to see Biogen make an acquisition of a company with good R&D and tools that eliminate doomed compounds in preclinical or PI clinical studies.
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