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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Vector1 who wrote (3990)	1/27/1998 6:39:00 PM
From: biowa	Read Replies (1) of 9719

V1, >>Frankly I think [INCY, AFFX] should merge.<< Maybe, but then you lose the option for each to do partnerships with the other's competitors. From a public equity investors standpoint I'm not sure I see the utility; I'd rather have the freedom to choose my exposure to each. And you might run into anti-trust issues. BTW, just noticed: NUMBER 4,000!!!! Drinks are on Andy!! (I hear he won big in Vegas on Denver ;-) ). biowa biowa

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