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

To: Dave K who wrote (749)	3/3/2000 3:55:00 PM
From: Don England	Respond to of 52153

re: epilepsy. don't really know about the strong loyalty. my experience in dealing with epilepsy has been in more acute settings, and i know the need for better drugs is very strong. many epileptics aren't well-controlled and some of the current favorites, e.g. dilantin, have real drawbacks - side effects. better sz. meds will find buyers. don

To: Dave K who wrote (749)	3/3/2000 4:50:00 PM
From: Biomaven	Read Replies (4) \| Respond to of 52153

Dave K. management of epilepsy and are more likely to accept older drugs with improved profiles than new agents Music to the ears of MABA, a tiny company that recently licensed its improved version of valproate to Abbott. (I own a little from before the run-up). It's not quite an "improved version" in the Sepracor sense, in that it's a single isomer of a first cousin rather than simply a metabolite or chiral switch. Anyone looked at a chart for MRK or SGP recently? Look pretty sick and I guess a portion of the outflow has found its way to biotechland. Weakness in the pharmas is really a mixed blessing. From the momentum perspective it's probably good for biotech - hot money flowing out of drugs into bios. However from a valuation perspective it's bearish, as the pharmas have ultimately to be the metric against which biotechs must be measured. For any biotech that aims to be a small or medium (or even in the case of MLNM large <g>) pharma, cheap pharmas cannot be good news. Peter