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

To: Biomaven who wrote (1082)5/11/2000 4:59:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 52153
 
>> What other such hidden values are still lying around unnoticed in VRTX and other biotechs? <<

NRGN is loaded with discovery capacity.

Molecules are flying off of screens throughout the sector. Playing field is leveling at a rapid pace.

We had, on several occasions, predicted that would VRTX be munched over Boger's dead body. Now we see the results.
I would love to explore synergies between VRTX and VPHM. Complementary programs (first blush) in HCV, cash from VPHM, interesting RSV program without a partner, seemingly pretty good leverage.

VPHM also can't be munched, but.... they might buy into moving forward as part of a strong partnership.



To: Biomaven who wrote (1082)5/12/2000 5:13:00 PM
From: biowa  Read Replies (1) | Respond to of 52153
 
Peter,

Not to be a skeptic (especially not in the current market), but as I said on the VRTX thread, isn't this a little reminiscent of the Ciba-CHIR hook-up (sans the almost munch), and I would guess that most folks would say that Ciba didn't do a very good job of valuing CHIR. Perhaps the experience or merging into Novartis has improved their valuation skills.

biowa


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