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Biotech / Medical : Munch-a-Biotech Today
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To: LLCF who wrote (263)3/15/1999 5:34:00 PM
From: Biomaven  Read Replies (2) of 3158
 
David,

The trouble with a "munch" portfolio is that most of the stocks in it are going to sit around looking stupid for long periods of time. There's so much that can go wrong to prevent any particular acquisition, and the timing is completely unpredictable.

I suppose we could put together a list of companies with late stage cancer drugs. If these munchers are actually looking for something to sell, then Phase II won't really cut it. Off the top of my head, PCYC, SUPG, IMCL, SUGN and ONXX come to mind. IMCL is now partnered, PCYC would fit with DD but probably not as well with CLTR or IDPH, and I doubt they'd want to sell. MOGN and probably ONXX are too early. There's lots of other vaccine therapeutics companies, but mostly earlier stage.

Peter
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