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Biotech / Medical : Biotech Valuation
CRSP 56.98+1.1%Nov 5 3:59 PM EST

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To: Biomaven who wrote (19689)4/11/2006 3:08:32 AM
From: DewDiligence_on_SI  Read Replies (1) of 52153
 
Judgement - do they make good decisions? In-licenses are the clearest metric here…

I nominate FRX as one of the best (if not the best) in-licensors for their size. Celexa, Lexapro, Namenda, and Benicar were all value-enhancing deals.

Willingness to cut a program that is marginal is another good thing to look at.<

FRX has done this too, on more than one occasion. The most recent case was Combunox.

p.s. Judgment has only one “e”. I couldn’t resist after you pointed out the extra “o” in someone’s “loose” :-)
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