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

To: nigel bates who wrote (1003)	4/30/2001 12:59:52 PM
From: Biomaven	Read Replies (1) \| Respond to of 3158

Nigel, I was focusing primarily here on the munchees rather than the munchers. In the genomics space, I would expect to see mostly sideways consolidation - "like munching like." This is mainly because this space is the furthest away from being earnings driven. I could easily see someone like CRA or INCY munching someone like LEXG or RSTA. Basically if all you have are sequences, you need to quickly get some function as well to get a decent patent. I guess I would term these examples of missing piece munches - fundamentally synergistic. We might also see some consolidation in the trickle space. Basically just trying to get some efficiencies of size. Doubt if this would have much impact on prices biotech-wide, though. Peter