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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Pseudo Biologist who wrote (8010)	6/11/2000 6:02:00 PM
From: Robert K.	Read Replies (1) \| Respond to of 9719

PB(no e)> I like PEB but celera 's plan is IMO high risk, the other half is kick-ass but very pricey IMO. Rick>appreciate the view. I agree with the cash thing. Glgc has $10 cash(250mil), and INCY has $21 cash(650mil) but about 200 mil($7) is debt. Those provide some floor. Agree also that cash is a alternate way to "buy into the business" with right moves(as you say) I think incy's last deal with was quite interesting in that their strategy seems to be evolving to >"we supply some of the data tools for little, you pay us royalties". I think glgc might take the same tack with gene express. Also think glgc might make a good "division" for incy if they want to go the "critical mass" route and kill all competition. Thanks for both your inputs, I look forward to other knowledgable posters for further advice/opinion. Thanks.