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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: chirodoc who wrote (2041)8/19/1997 4:43:00 PM
From: Vector1   of 9719
 
Chiro, I don't give out my email but both BGEN and the GENZ companies have informative threads and are widely covered by analysts. We had AMGN in the portfolio but sold before it turned down because I had concerns about Epo and Neupo growth and Rocket doesn't like large cap plays. I think AMGN may still be a short and I certainly would not be a buyer at these levels. Their pipeline isn't bad but it takes some major developments to put a major gain against their large market cap if their two main products show slower or even declining growth. As for consolidation both BGEN and GENZ have been making acquisitons and investments in biotechs. Amgen should certainly be in a position to play here but lets face it at the drug investigation stage the synergies are not great and most small biotechs (and their investors)have big dreams. In addition money has been fairly easy to raise in either the capital markets (in 96) or from big pharma. Until these sources of capial dry up it will be dificult for much consolidation to occur. What would make sense is for companies that have approved products to merge with more established companies where real synergies in terms of distribution and manufacturing svings can be achieved.
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