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Biotech / Medical : Cambridge Antibody Technology Group

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To: keokalani'nui who wrote (551)	12/21/2004 11:39:05 AM
From: rkrw	Read Replies (1) of 625

Decided to post here instead of reply on nbix. PC has done a great job, esp imo of narrowing the valuation and perception gap between them and their US counterparts. Some luck involved, weren't they fortunate to have been outbid on a couple of mergers? osip getting tarceva back was probably a $3B lucky break :-) I've wondered though how much of these ftc things have to do with being aggressive, e.g. did osip get tarceva back because they bitched (not luck!), or did the ftc initiate (luck!)? nrgn now negotiating to get a sleep candidate back from pfe. Why didn't they go for it back in 99 when pfe merged with wla or 2002 when pfe inlicensed indiplon? So how much is luck and how much is being swift and opportunistic? Back to catg, I don't get the Abbott case. Hard to see why abt thought they would win or catg would settle. Hopefully catg gets a payback on legal fees, lost royalties and some sort of penalty to slap abt.

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