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Biotech / Medical : Biotechnology Value Fund, L.P.
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To: scaram(o)uche who wrote (277)10/3/1998 8:00:00 AM
From: Biotech JimRead Replies (2) of 4974
 
Merge NRGN, GLFD and SIBI???? Then roll them together into one company with MLNM????

Come on Rick, you can't really believe that, can you?

In this business the name of the game is chemistry, at least for the targets that the first 3 companies have chosen. Have you done DD on the chemistry efforts of these 3 companies?

Concerning Mark Levin and MLNM. Have you ever evaluated the number of mouths to feed in their enterprise? Great science to say the least. At least from a biology perspective IMHO. But, they will have to continue the deals rolling in to maintain the research efforts. (You would be shocked to hear Mark Lampert's thoughts on this matter.) The Bayer deal looks nice on paper, but the large $ amounts are really back end loaded. Once again, chemistry is the name of the game. Can Bayer bring the targets to the table from the perspective of drug candidates? We shall see.

I believe your vision of the combination of the variety of companies would only be valid if the NRGN chemistry effort times 5 could be part of the package. It would also be requisite that a continuing current annual income of $100 million would (from product sales) to keep the enterprise going and growing.

Your dream is a good place to start, but I add to the equation my above conditions. That is my dream.

Best regards. I continue to enjoy your various discussions on the various threads.

BJ
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