Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Biomaven who wrote (712)	2/24/2000 11:08:00 AM
From: biowa	Respond to of 52153

Peter, You're right that CRA has to come up with a real business plan. One advantage (largely unappreciated I think by the market) that MLNM has is that they've used each of their collaborations to pay for assembling world-class biology in those areas. They do more than just the genomics, and thus they are positioned to integrate a non-genomics munch much more efficiently than CRA. For example (here, I'll help, Rick) if MLNM acquired NBIX, they already have a neuro collaboration and would probably be additive to NBIX's efforts and products. OTOH and IMO, if CRA munched NBIX they would sit there, wonder what to do with them and come up with, "hey, we can do pharmacogenomics for you!" Just my opinion (and by the way I'm not long MLNM, so why am I raving about their potential?) biowa