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

To: Icebrg who wrote (8739)	6/22/2003 11:13:04 PM
From: Biomaven	Respond to of 52153

Erik, OK - I'll download Groove and give it a try. Alas it turns out that 10K wizard wants more money for their financial download feature - another $150 on top of their subscription fee. I wouldn't use the feature for anything else, so I'm afraid we're stuck with Yahoo data for now. Peter

To: Icebrg who wrote (8739)	6/23/2003 9:32:36 AM
From: Icebrg	Read Replies (1) \| Respond to of 52153

BGEN - IDPH merger. I may well belong to a minority of one, but I don't feel very encouraged by today's merger announcement. Here we have two of the relatively few success stories in biotech, with market caps above 6 billion USD and with substantial R&D resources at their disposal. They evidently feel that they cannot make it on their own. Instead they are reverting to the traditional pharma approach of merging in an effort to try to squeeze our some consolidation savings from the merged entity. Perhaps one could argue that the deal makes sense from IDPH's point of view. They will gain access to significant resources on the sales and marketing side. But what's in there for Biogen? What do they see here? A steady although slowing stream of Rituxan-derived income? A stronger pipeline? If I was responsible for R&D at Biogen, I suppose I would feel rather p*ssed off. Erik