Immunex Message Board - Msg: 16799581

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Biotech / Medical : Immunex

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To: John Curtis who wrote (631)	12/17/2001 8:51:42 AM
From: LemurHouse	Read Replies (2) of 656

Yeah, IMNX has been good to me too. But I still hate the deal. Call me greedy. I don't think I want to own AMGN, simply because its size will make it difficult for a single new product to have an explosive effect on its price. But maybe I'll hold on to my IMNX a while longer to see what happens. Given AHP's "support," I think its a done deal assuming it passes regulatory review. (i.e., there's probably no chance of Immunex investors killing the deal like Compaq/HP.) But with a fixed conversion of .44 shares of AMGN plus $4.50 tax-fee chash for each share of IMNX, maybe an improving outlook for Enbrel and for AMGN can still improve the deal for IMNX investors. At least beyond the level its trading right now.

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