SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: nigel bates who wrote (4487)8/17/2001 9:21:34 AM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
nigel,

I chatted with the Lion US CEO after a talk he gave at the Harvard Biotech club a while back. His comment at that time was that all the targets they and others were providing to Bayer were stretching Bayer's capabilities to advance them, and Bayer clearly needed to add substantial resources to take full advantage of all the targets it was getting.

It certainly does seem to me that Bayer was spending an awful lot on targets compared with the other pharmas.

Peter



To: nigel bates who wrote (4487)8/20/2001 6:43:12 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 52153
 
Research premium is about $35M. Everyone is focused on the burn for the intra-tumor injection for the stupid virus.

What if Glaxo had to return BAY 43-9006?

I'm not trying to imply that I know enough to get excited about the molecule or target. Just a flyer, figuring that enough damage had been dealt.