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Biotech / Medical : Biotech Valuation

CRSP 55.08

-2.9%

Dec 26 9:30 AM EST

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To: Icebrg who wrote (8733)	6/22/2003 1:14:34 PM
From: Icebrg	Read Replies (1) of 52153

The BioMaven 100 Further tribulations. >>Yes, thanks. Mix-up with MDCO. Consequently, Curagen made it to the list.>> - Come on, now. CRGN was already on the list. CTEC will not make it. They are into diagnostics. Next on the list is instead Repligen (RGEN). A true biotech. Well deserved list-entry. Congratulations. - Celera turns out to be "too complicated". Their accounts are too intertwined with those of Apellera. I will take them out. Missed by no-one, I hope. To the list goes instead Seattle Genetics (SGEN). A Seattle-based BMY spin-off. - Noven goes out too. And while I am at it. I will take out Noven too. Too much drug delivery there. And not enough "biotech". Will be replaced by Avant Immunotherapeutics Inc (AVAN). Erik

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