SI
SI
discoversearch

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.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (80839)5/18/2000 10:21:00 AM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Spek, I agree with the "after a correction" part. Your valuation system is one way of looking at a company, but there are many others. For me, the value of the pipeline is a key ingredient, and I think Lgnd has it all over Vertex in that regard. But we'll see. Novartis is a strong and good company, so they aren't exactly a bunch of mugs when choosing their many biotech partners.