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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: biowa who wrote (711)2/24/2000 10:57:00 AM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
Rick and biowa,

But recall also that the initial street reaction to MLNM/LKST was to wipe 25% off the MLNM market cap. Took a month or more for people to see the light ...

I'm waiting for the other genome-riche like CRA to go a-munching. At some point CRA has to come up with a "real" business plan and it's likely to have quite an impact on the sector when it does.

Peter



To: biowa who wrote (711)2/24/2000 11:22:00 AM
From: scaram(o)uche  Read Replies (1) | Respond to of 52153
 
>> the relative cost of MLNM munching bios - vs.
Pharma doing so - has not gone up. Hmmm... <<

Yeah, and the financing to push pipeline forward is apparently available. I'd do it. Just in case, no matter what happens, I'm not selling one single additional share of a couple of the best munches. Somebody, please, handcuff me.