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


To: Jim Oravetz who wrote (1546)9/1/2000 5:34:50 PM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
Going back to the roots of this thread, there is an interesting article in the WSJ today about Michael Mauboussin and "real options."

For a paper describing this, take a look at this article, by Mauboussin which incidentally discusses a BGN/MRK deal from a while back:

capatcolumbia.com

Lots of other interesting stuff along the same lines at:

real-options.com

and also at:

capatcolumbia.com

Peter