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

To: tuck who wrote (7871)	2/15/2003 3:19:59 PM
From: Tomato	Respond to of 52153

OT Ooops! I thought I was on the Laughter thread, where there were all these off topic political posts with no jokes. "O.J." is Laughter Threadese for obligatory joke, which you are supposed to post if you post an off topic remark. Don't know how I managed to pull that one off (no pun intended).

To: tuck who wrote (7871)	2/17/2003 3:27:46 AM
From: nigel bates	Respond to of 52153

pharma biotech alliances from Signals Interesting how well Roche shows.

To: tuck who wrote (7871)	2/17/2003 12:01:48 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

Thanks, Tuck - very interesting article. It does show the "terms of trade" between pharma and biotechs have swung more in favor of biotechs, except perhaps for royalty rates for early stage products. Nigel commented how well Roche shows - I've also been very impressed with their choice of early stage deals. I've also never heard a breath of complaint about their royalty calculations - seems like their drugs division must come from a different planet than their diagnostics and vitamin divisions. Peter