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


To: rkrw who wrote (1607)10/14/2003 4:36:31 PM
From: nigel bates  Respond to of 3158
 
GILD might need the tax write-off ?

<g>



To: rkrw who wrote (1607)10/14/2003 4:52:01 PM
From: Biomaven  Read Replies (1) | Respond to of 3158
 
why you guys think vphm would be an attractive takeover

I guess I basically agree with you - but the issue is that if the muncher can get the bonds at their current market price, then the company becomes a possible target down the road.

MDCO, CLGY, SEPR, CELG, ITMN, CNCT

Can't disagree with you on any of these - all "traditional munch" companies with products already on the market that won't cause the muncher's CFO to immediately puke.

It's perhaps no coincidence that I own all of these except for MDCO, and I don't own that largely because I'd be too embarrassed by the company I'd be keeping. <g>

Peter