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Biotech / Medical : Kosan BioSciences -- KOSN

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To: nigel bates who wrote (749)11/20/2006 5:22:35 PM
From: VanBio  Read Replies (1) of 933
 
Millenium makes sense to me as a partner or as an aquirer, but there could be a number of potential suitors including Roche, Celgene, MGI, or maybe Cephalon. Celgene could use it's high stock price to make an acquisition before significant competition hits the thalidomide franchise. There are a bunch of HSP90 presentations and posters at American Society of Hematology in Dec. so maybe there will be more interest after some data is presented. Companies may be trying to decide which pony to ride. Good luck.
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