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Biotech / Medical : Merck
MRK 113.41+2.8%Feb 2 3:59 PM EST
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To: Anthony Wong who wrote (1107)12/10/1998 4:13:00 PM
From: Epicenter  Read Replies (2) of 1580
 
I wrote my note before I read all of the upgrades/downgrades (my excuse is that I had to run off to my dentist).

IMHO, I just don't see how MRK can adequately cover the shortfall. Covering 3.5B is no easy task. Just as an analogy, one needs 4-5 Viagras to be introduced by 2001, a big challenge even for MRK.

Maybe with all of the cash that MRK is getting from Astra, they might buy other smaller companies although this is historically not the MRK way. Companies that come to my mind are: AGPH (get Viracept for US, rhino virus project (common cold) and the non-nucleoside RT inhibitors (HIV) that they're working on). With a market cap of about 1.5B, it's a steal. Other potentials would be VIRS and GILD. These are just in Virology alone. I am sure many others exist in other therapeutic areas.

Any thoughts as to what MRK will do or needs to do? IMHO, just putting more money into R and D (internally) may not be sufficient.

Epicenter
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