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Biotech / Medical : Munch-a-Biotech Today
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To: keokalani'nui who wrote (1589)10/8/2003 5:32:56 PM
From: Biomaven  Read Replies (1) of 3158
 
CBST, TRMS, ENZN?

Fit the profile, but all are likely a little early. Typically you want them at least on the cusp of profitability so the finance guys don't blow a fuse. MOGN I guess fits that definition, but they aren't cheap.

SEPR is actually a possibility, although likely nobody will want to take a risk pre-Estorra approval and they might be too expensive post-approval (assuming all goes well of course).

On a completely different tack, there's always the chance of someone trying to pick up good science on the cheap. NRGN fits that slot, although PFE is the logical muncher and they haven't gone that route in the past. TLRK sort of fits that mould as well, although they are apparently already spoken for by AMGN. (If their Phase III bombs then that might push things along).

Have to think some more - right now I can't think of much that's running around with a "Please eat me" sign on its back that's likely to appeal to the big guys. <g> (And maybe that's an indication that most mid-sized biotechs are fully valued?)

Peter
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