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Biotech / Medical : Neurocrine Biosciences (NBIX) -- Ignore unavailable to you. Want to Upgrade?


To: scaram(o)uche who wrote (516)2/12/2000 5:41:00 PM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 1834
 
<<This is a rare opportunity for biotechs to escape the traditional grasp of pharma. They can charge toward "independent pharma" status, and lots of very wealthy, big-currency companies need the sort of leverage that NBIX has.>>

This is what MARKET is sensing now. They are not yet fully aware of it, but they will be.

This is where NBIX have to be very careful and how to max capitalize on it. As I said, I do not want another SUGN. NO, thank you (to anyone).

<<Merge strong-currency companies with the strongest of "drug" (to differentiate from chip or database) pipelines, sell some shares of the merged entity, grab a few additional small biotechs, and go after dominance in detail land.>>

Consolidation and combined stain among bios is my main focus. Without, they will struggle between, and let pharma walk intact.

At this time, I did have in mind secondary for NBIX, where in future with financial position they will be *equal* with other entity.

Miljenko