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

To: Vector1 who wrote (6966)	8/1/1999 1:41:00 PM
From: scaram(o)uche	Respond to of 9719

V1: You know my thoughts.... Sorge's organization was the correct one to build on. When I was at PharMingen, IVGN was getting outmuscled by both us and Sorge....... running a distant third with respect to timely product intro. BD bought PMG and recently also purchased Transduction Labs. They're also finalizing the purchase of another big name in reagents for mol. biol., a name that was thrown around last winter as a possible IPO. BD is paying a big premium for these endeavors, particularly given that they were the dominant early player and chose to exit (apart from anti-human fluorogens). So, I agree with you.... consolidation has been sorely needed for years, and perhaps IVGN can use that cash stash to do it. Certainly, BD's management hasn't, won't have, and never has had a clue. >> If the small to micro-cap biotechs break our in a big way you will see the IPO market open up. << I would love to see the "big way break out", and, as you might imagine, it would not then break my heart if the IPO window slammed shut. However, I would prefer "big break out followed by open window and by continued break out". Can you please arrange for that by Wednesday? TIA Rick