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

To: Biomaven who wrote (7058)	9/14/1999 6:59:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

Absurd, asinine, and..... I hope they can pull it off....... biz.yahoo.com - g - Greedy, greedy..... 1.5 million shares at 20 is a nice chunk of change. If this one makes it at anything north of about 17, I'd say that we'll be able to sell cheese from the moon. The financing window will be looking great. V1 and I have discussed a bit of the reagents biz on occasion, and the need for consolidation. IVGN was sort of the ugly sister of San Diego reagents companies while I was at PharMingen, and we were kicking their butt. Stratagene was the class act. But, this is clearly a superior effort to outflank everyone, a great effort by management. I also like the early moves toward consolidation..... businesses that complement existing activities. However, the sector needs consolidation, and IVGN is gathering the resources to make it happen. Becton, Dickinson (which purchased PharMingen) is also making a sprint. Their strategy is less complementation and more elimination of competition. Same general area..... CMDX continues on their perverse route..... biz.yahoo.com We need an update from Andreas with respect to Europe.