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

To: aknahow who wrote (1251)	6/25/2000 11:27:00 PM
From: Biomaven	Respond to of 52153

george, Still wondering how PDLI will be able to meet the competition from xenomouse technology. One reason is that PDLI's portfolio of partnered Mabs is much more advanced, given it was in the game much earlier. I owned PDLI a fair while back and gave up on them in their doldrums - something I've regretted ever since. PDLI also has these stealth products out there - the ones investors don't know about until the owner suddenly decides to pay PDLI a royalty (like Mylotarg). I don't have a good answer to your question long-term, though. However, the same has been said of SEPR, and they are nevertheless going to flourish over the next decade at least. (Of course the remarkable thing with SEPR is that their window of rummaging in other peoples drugs was supposed to have long since closed, but they nevertheless continue to come out with new goodies.) Peter