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

To: Icebrg who wrote (7876)	2/17/2003 10:03:17 AM
From: Spekulatius	Read Replies (1) \| Respond to of 52153

<< In Bristol's case, the market credits it with only $3.30 in market cap for every R&D dollar it spends. The market is valuing Bristol's pipeline at 40% below the industry average.>> The question is not how much $ BMY pours into R&D, its they accomplish with this money. BMY's R&D productivity is subpar compared to virtually all pharma peers so a discount is well justified. The schizophrenia drug is licensed in, isn't it?

To: Icebrg who wrote (7876)	2/27/2003 6:08:30 PM
From: Icebrg	Respond to of 52153

Living Code: biology & information [For those who think there will never enough to read about biotech]. We've launched a new blog column on biotechnology I hope we hope you'll find useful and illuminating. It's called "Living Code" and will track daily the exciting developments in biology and in particular how the torrent of information being unleashed is changing the way diseases are understood, medical research is conducted and new treatments are developed. Living Code is authored by Richard Gayle, an industry veteran, medical researcher, writer and rabid info-found who spent more than 15 years as a senior scientist at one the industry's big success stories - Immunex. While there, Richard worked in many of its divisions including molecular biology, biochemistry, immunology, protein chemistry, structural biology, bioinformatics and computational biology as well as penned its internal newsletter. I'm thrilled to have him aboard as it's one of the most compelling stories in technology and Richard's uniquely qualified to comment on the tremendous breakthroughs of recent years as well as what's in the pipeline. Please check it out and pass it along to others who might be interested: corante.com