LIPO-Liposome Message Board

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Biotech / Medical : LIPO-Liposome

LIPO 0.350

-4.4%

Nov 7 9:30 AM EST

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To: Pierre-Yves Loriers who wrote (639)	10/5/1998 11:22:00 PM
From: Cacaito	Read Replies (2) of 900

Check at the Alza-SEQU deal, Sequ is a direct competitor to Lipo. Sequ competes (and NXTR and Aronex)in the liposome business, including Amphotec the direct competitor of Abelcet. The deal values Sequ at about $200 million dollar based on the Alza stock price (pooling of interest 0.4 share of Alza for each 1 SEQU). Bad news: Alza is a strong marketeer, good sales force. Good news: Lipo is worth at least the same as Alza. Based on an equal deal one could get about $5 for Lipo ? ( if somebody see the future, I will say Elan is a good candidate to acquire Lipo). CAVEAT, this is just wild speculation.

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