Takeover Mania is Coming!!! Message Board

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Biotech / Medical : Takeover Mania is Coming!!!

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To: Arthur Radley who wrote (28)	7/26/2005 6:13:07 PM
From: keokalani'nui	of 49

IMCL has the pole position, not doubt. But abgx/amgn has a sound registration strategy (SPAs in monotherapy) and a shrewd commercialization strategy (combined with amgn multi-kinase inhibitor). Is there risk? Oh yeah! Does P-Mab work better or worse than E-Mab? No one knows. If it works at least equally well then cost of goods is an issue, then in that situation I much prefer an investment in abgx over imcl. Thus, I think P-Mab though not a deadly serious threat to E-Mab at the moment, is a sufficient threat to discount IMCL's valuation to some degree. That is all.

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