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

To: Biomaven who wrote (4025)6/6/2001 10:48:17 AM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
So it looks like BMY will end up with DuPont. One interesting sidelight is the effect this will have on KOSP. BMY of course already has a statin, so this will likely conflict with the KOSP deal. Usually in these circumstances the partner in KOSP's position has come out well. (Think of FRX and Celexa as the best example). Only caveat is whether KOSP will be able to find another decent partner.

Peter



To: Biomaven who wrote (4025)6/6/2001 10:53:44 AM
From: rkrw  Respond to of 52153
 
I'll think tscm will end up being bought out on short dollars by a strong media company. I don't expect them to disappear.

I'm with you, the more information the better. Slanted or not, true value will rise and fall in time on it's own merits, not "anonymous" sources :-)


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