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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Casaubon who wrote (69549)	2/19/2001 3:35:58 PM
From: Chuck Williams	Read Replies (1) \| Respond to of 99985

Interesting to think who will buy whom in the upcomig months. If your thesis is correct, it seems like biotechs would be more and more attractive to big pharma these days. Thoughts?

To: Casaubon who wrote (69549)	2/19/2001 10:16:52 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 99985

Casaubon:Re: Biotech. As hard as I try Casaubon I can't develop love pangs for biotech. I don't see any great biotechs right n o w around me . You mention Enbrel as an example. midwestarthritis.com Casaubon, Rheumatoid Arthritis and Crohn's disease are <B. extremely rare . Average doc is lucky to see 10 cases over his lifetime. This is not a case of Starbucks in every corner. furthermore people with Rheumatoid arthritis and Crohn's become chronically ill and disabled. They can't work after a while and thus loose good insurance and so they are likely not to have this expensive drug paid for by somebody.So I don't see a gush of profits in this. I think this applies to more chronic conditions. The problem remains: If a patient can't pay for these expensive drugs who will? TA, pessimistic about the future of expensive medicine.....