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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio
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To: tuck who wrote (580)1/11/2002 4:03:36 PM
From: tuck  Read Replies (1) of 1005
 
Nigel,

I should qualify my post regarding chemistry companies available for munching. EBIO is purely a reagent company and thus a much different animal than DPII. It might get munched by another trickle company, but you won't see it getting munched for its drug discovery capabilities, of which it has none. Thus a deal like DCGN/MCLS would involve DPII, not EBIO.

I think PCOP is still a munch candidate of similar flavor to DPII, though that and EBIO are a bit OT here, given that they aren't BLUE H stocks. Have to find out if the shareholders approved the Eos munch by PCOP; everyone seems to hate that deal. I'd like to see PCOP spin out Accelrys -- giving BLUE HP more grist for its mill -- and then get munched. Or something like that. I suspect that's what most folks would like to see.

Edit: vote on Eos munch is on 1/18. I don't like the deal, either, and PCOP might rebound on a "no" vote.

Cheers, Tuck
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