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


To: Biomaven who wrote (5094)12/10/2001 3:27:15 PM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
And in the comparative valuation arena, I notice that AMGN's market cap ($68.5 billion) comfortably exceeds that of GM's ($28 billion) and Ford's ($30.5 billion) combined. In fact, I think you could throw in the major airlines with the exception of Southwest as well, and AMGN still comes out ahead of the combination.

I find that somewhat disturbing.

Peter



To: Biomaven who wrote (5094)12/11/2001 10:44:32 AM
From: Extra Pale  Read Replies (1) | Respond to of 52153
 
Peter, how does celg's Revimid stack up to LDP-341? seems like we may have competing blockbusters in a few years. If one compound is clearly superior - wouldn't that have a major impact on the valuation of both companies?