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Biotech / Medical : Munch-a-Biotech Today

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To: Biomaven who wrote (124)	2/5/1999 10:06:00 PM
From: scaram(o)uche	Read Replies (2) of 3158

Peter: Your thread is a lot of fun. Yeah. Biotech patents have been treated with such a lack of respect for two years now. They're discounted to this degree........ The smart consolidators can fragment the nature of the pharma industry, going forward. Business development managers are just beginning to realize that "fragmented" may also refer to license revenues, technology-specific revenues that could be quite attractive, revenues beyond "composition of matter" stuff. If pharmas don't grab it now, VCs should consolidate it and sell it to the public........... later........ in a package that will be competitive with the pharmas themselves. I think it's all really cool. We have never seen such a divergence between the product rich and the product-poor, patent-rich companies. It follows that the market caps of pharmas and top-tier biotechs will redistribute as the market fragments and as the competitive picture grows more complex. SNAP has been nice since we discussed it as a specific example. What we're seeing right now is another Spring '95 with an added bonus thrown in...... there are clinical and preclinical projects galore. Rick

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