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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: biowa who wrote (2140)	8/22/1997 5:29:00 PM
From: Andrew H	of 9719

>> may I just point out three things about the AMGN-Guilford deal that "will shape biotechnology in the years to come":<< Yes, I know it was for "just" 35M, and the rest involves milestone payments. I don't mind sarcasm. However, I HATE to be misquoted (all those years in grad school which you can appreciate!). So, I don't know who you are quoting above, but those are not my words. My words were >>which may prove to be a defining historical moment in the annals of biotechs<< Please note the word "MAY" which refers to conditionality or possibility vs. will which denotes existence in the real world, which of course we as biotech investors, rarely acknowledge. (:>) My point here Biowa, is that I suspect we MAY be entering a period of time in which the big pharms will be making large upfront payments to small bios to support their failing pipelines as described in the WSJ article Henry posted on the LGND thread. I did not mean to imply that the Guilford deal itself was exceptionally extraordinary or historically noteworthy in other respects.

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