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Biotech / Medical : HuMAB companies

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To: nigel bates who wrote (696)	11/18/2004 11:49:42 AM
From: Icebrg	Read Replies (2) of 1022

>>Erik posted to Valuation thread.>> It was a mistake by me. I don't know why I ended up over there. But the deal is really interesting. So far not so much for its content, which we know nothing about, but for the fact that it happens at all. Will an Indian manufacturer of protein drugs have any major advantages cost-wise? I have always felt - without knowing anything about the subject - that this type of production is extremely capital-intensive and that the actual costs for labours, brains etc. are not very important. And as there are no volumes to speak about, US based companies shouldn't have to worry much about competition from the sub-continent. Erik

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