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Biotech / Medical : Biotech Valuation

CRSP 56.38

-9.0%

3:59 PM EST

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To: quidditch who wrote (5081)	12/7/2001 9:37:25 AM
From: Biomaven	Read Replies (4) of 52153

quid, <MLNM/COR> Well one can't overemphasize the importance of having a significant marketed product. It allows you to build a sales force and to in-license other products. As a friend commented to me, look at DNA and Rituxan. He also pointed out that having the marketing and experienced management from COR in some sense leverages MLNM's own later-stage pipeline. Thus while I can quibble about the price and some about the "fit" I can't really argue with the move taken as a whole. I thought integrilin was going to benefit substantially from the DNA hookup. (In fact I had a few CORR shares tucked away that I was about to ditch at tax-loss selling time). I don't quite understand what has happened to sales. ReoPro has apparently done even worse - I continue to believe integrilin will steal more sales from ReoPro. MLNM was probably too nice to re-negotiate the deal when the integrilin sales continued low. <g> Peter

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