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Biotech / Medical : Munch-a-Biotech Today -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (1323)	7/7/2002 10:07:23 PM
From: aknahow	Respond to of 3158

Find it strange that DNA would pre announce their intentions going so far as to say Roche has approved. Think this may indicate they are well along with their plans and feel a need to disclose what some already know. ELN seems like the most logical immediate target and others like BGEN have to at least be serious looking at it also.

To: Elmer who wrote (1323)	7/8/2002 2:20:53 AM
From: Doc Bones	Read Replies (1) \| Respond to of 3158

I think the excessive caution and bureaucratic inertia of the pharmas has been costly to biotech. Logically they should have been a lot more aggressive about filling their pipelines with munches and other deals. In the first quarter, when the pharmas were holding up while biotech dumped, I could almost hear the pharmas tip-toeing along: "Don't pay any attention to us, we're solid-as-a-rock NYSE companies. We have nothing to do with those crazy Nasdaq biotechs - never had any faith in them." Now that pharmas have been taking some (overdue) whacks themselves, maybe they can loosen up and admit that biotechs have a lot to offer them, especially at these prices. And maybe some of the larger egos running biotechs now realize they're not Masters of the Universe, and that they could use some help. Doc