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

To: NeuroInvestment who wrote (1281)	7/1/2000 3:36:55 PM
From: Biomaven	Respond to of 52153

Neuroinvestment (Harry): Thanks for your thoughts on this speculation. I've never looked at NeuroSearch before - they certainly do have an interesting portfolio. As you point out, however, logistics would be a major challenge to any MLNM move on them. Further, although the chance of a specific combination is always remote, it is still interesting to look at companies from the perspective of a potential acquiror. Biotechs with strong currency (look at CELG/Signal) may be less inclined to quibble over the price, and MLNM certainly has a strong currency. So maybe NBIX or NRGN are real possibilities. On quite another topic, SEPR is actually developing quite a nice neuro portfolio. In the long run I see possibly more than a third of their value coming from their neuro side, with Prozac II and (+)-Zopiclone as the beginning. Later comes (+)-Desmethylsibutramine (the Meridia ICE), which is a potent serotonin, norepinephrine and dopamine reuptake inhibitor. It is a promising antidepressant that possibly might have weight loss as a "side effect." Also(+)-Deszopiclone is a potent GABA-based anxiolytic that they have recently started to talk about. Except of course for Prozac II, these are all programs that don't require a partner (except perhaps in a marketing role). They also have a number of interesting very new patents, including improvements for Risperdal and Zyprexa, both of which would need to be partenered with the originator. Peter