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Biotech / Medical : Munch-a-Biotech Today -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (961)	12/27/2000 10:46:57 AM
From: tuck	Respond to of 3158

Rick, We can probably stay snobbish and stay busy. It's a jungle out there. LION munches Trega: biz.yahoo.com Resulting in Trega's dewatchlisting over at the Trickle Portfolio. Will check into just how tricklish LION might be. Lion wanted the ADME simulation technology, which is what prompted td to propose them for Trickle, I think. Cheers, Tuck

To: scaram(o)uche who wrote (961)	1/2/2001 11:42:49 PM
From: Spekulatius	Read Replies (1) \| Respond to of 3158

MCDE and IBPI I have recently looking at Intrabiotics (IBPI) as a possible investment. From a cash to market cap perspective, they look attractive. I noticed that they are located in Mountain View, as is MCDE, both company have the same Zip code. Would you consider them a good fit in a merger? Both do develop antibiotics and could need some critical mass in this ultra competitive business, IMHO. Would their research activities/technologies fit together?