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

To: Crossy who wrote (5926)	3/17/2002 3:38:46 PM
From: Spekulatius	Read Replies (1) \| Respond to of 52153

After a little preliminar research I research i liked Dainippon pharma best amongst the mid tier players. Chugai, which I mentioned before, could be swallowed by Roche sooner or later. For the mid tier players, and US salesforce may not be an option - too expensive IMO. However, its not necessary to huld up a salesforce in the US anyways- since the recent deals if US biotechs with big pharma has proven that co-promotion rights or significant retention of the future earnings stream is possible (beyond the single digit royalties). The quality of reaerch/pipeline and an infrastructure to run clinical trials in US and West Europe are more important. P.S; It has been quite a while since those gung- ho fiberoptics boom times.