Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: DlphcOracl who wrote (17403)	12/31/2001 10:25:12 PM
From: Zeev Hed	Read Replies (6) of 99280

Delphi, Imclone is actually the possible signal of a contrary scenario. BMY did not lay out a $ billion in buying 20% and committed another $ billion in milestone payments for the heck of it. The big pharma's pipelines are not that full, and the IMCL/BMY deal might actually be a deal that start a trend. It is very unusual for such a a single deal to close an era, often it opens a new era of consolidation and mergers. So far we only had the AMGN/IMNX and MLNM/CORR deals. Unless that is the end of this mania, so soon after it started, I think that the next few quarters will actually see more overvaluation there. Zeev

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