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

To: Biomaven who wrote (1166)	6/6/2000 3:45:00 PM
From: Biomaven	Read Replies (5) \| Respond to of 52153

Here's an old Jim S. suggestion - just follow what MLNM does. So far I see on the tool-side I see MLNM deals with CALP and BCOR; on the genomics side deals with INCY and Lexicon Genetics, and on Mabs ABGX, Morphosys and GZTC. Also an agreement with Becton Dickinson and one with Novalon. I'm sure they have lots of other deals too (e.g., SGMO claimed them as a customer), but these are the deals MLNM thought warranted PR: Millennium And Biacore Collaborate To Develop New Drug Discovery Technology mlnm.com Millennum Technology Platform Expands To Include Labchip Tools Through Collaboration With Caliper mlnm.com Millennium Extends Collaboration With MorphoSys AG To Advance An Additional Antibody Target mlnm.com Millennium Gains Broad Access To Human Antibody Technology Through Collaboration With Abgenix mlnm.com Millennium Gains Early Access To Innovative Technology Through Relationship With Biacore mlnm.com Millennium Forms Agreements With Incyte And Lexicon Genetics For Access To Genomic Databases mlnm.com Genzyme Transgenics Corporation And Millennium Biotherapeutics Collaborate To Develop Transgenic Therapeutic Proteins And Antibodies mlnm.com Millennium Predictive Medicine And Becton Dickinson Establish Research Alliance In Diagnostics Industry mlnm.com Novalon Pharmaceutical Corporation Signs Research Agreement with Millennium Pharmaceuticals, Inc. mlnm.com (This was a 1-year agreement in late 1998 - don't know if it was renewed). The investment thesis is simply that MLNM knows what's really going on in modern biotech better than the rest of us, and if you just piggy-back along you will be duly rewarded. I've owned INCY, ABGX and GZTC for a while, and in the last few days bought small amounts of CALP and BCOR. Peter