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Biotech / Medical : Millennium Pharmaceuticals, Inc. (MLNM)

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To: Icebrg who wrote (2730)10/7/2006 8:42:00 AM
From: mopgcw   of 3044
 
I would agree she inherited a greater mess and has been diligently trying to get it under control...but...

getting into a bidding war w/ genz, for a deal that will require significant financing for them, seems like velcade execution all over again...add that the P2 for mozo was not a slam dunk, and the remaining pipe is still very early.

I cant shake the feeling that this move is a mistake -- and trying to digest something like this before the whole house is in order and humming with results seems to show a lack of focus. just my ruminations at the end of a long holding period with nothing to show but red. so i am probably too biased to the negative.
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