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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: scaram(o)uche who wrote (6753)6/10/1999 9:23:00 PM
From: biowa  Respond to of 9719
 
Rick,

Novartis said when they [Ciba] did the Chiron deal that they were especially interested in using it as an informant and a vehicle to acquire more biotech technology. I would guess that's what we're seeing.

I haven't done a whole lot of thinking on the VITA tech at Cubist, for me the game is all daptomycin (unless they license in another molecule like that).

biowa