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Biotech / Medical : Human Genome Sciences, Inc. (HGSI) -- Ignore unavailable to you. Want to Upgrade?

To: Larry Liebman who wrote (669)	12/10/2001 1:04:56 AM
From: tuck	Read Replies (1) \| Respond to of 1127

Larry, Thanks for that question, it makes a decision a little easier now that I've thought about it . . . Is MLNM worth the extra 1.5 billion in market cap (pre CORR)? I say yes. I can't say I'm the biggest expert on pipelines, but HGSI's seems underwhelming compared to MLNM's, more in quality (MLNM has better data to date, bigger markets?) than in breadth. Further, I think MLNM management is farther down the road in operational expertise, and are more sophisticated in terms of quickly building their enterprise into a pharma. Some folks poo-pooed the LKST deal (I believe more on price than fit, though); now look at MLNM. I think the hiccup in scrips for Integrilin might be somewhat 9/11 related (elective surgeries postponed), and was looking for an entry into CORR before MLNM snapped it away. So I expect CORR and Intergrilin to hold up their end of the bargain in terms of being complementary to MLNM's products mostly still in the clinic. Synergy is being claimed, too; I don't know what to say about that, except that R&D is not MLNM's weakpoint. I'm somewhat positive about the munch, because of Integrilin and its sales force. FWIW, I traded HGSI once, while I've traded MLNM many times and it 's on my list to reload if we get the correction I think we might. And of the two, I've bought MLNM for my Mom, long term. As I mentioned earlier, I think HGSI might provide a more compelling short term pop if it gets beaten up for a few more points. I think that is more likely for HGSI than for MLNM, which announced first. But wagon hitching for the long haul? MLNM,IMVHO. Cheers, Tuck