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Biotech / Medical : Biotech Lock Up Expiration Hell Portfolio: Wave II -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (43)8/6/2004 12:24:23 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 107
 
lotsa research premium..... on my "event risk" list. one of those that might dive, given any little breeze on margin?

george pointed at a new issue. I looked at it, and it's running on mezzanine money, not proceeds from the broken IPO. that is, the current market cap is only about 4X cash in the bank, pre-IPO. many of those among your falling knives?



To: tuck who wrote (43)8/6/2004 1:14:16 PM
From: rkrw  Respond to of 107
 
Amount nvs paid for the hcv program is stunning. $75M upfront for the HBV program. $35M in HBV milestones. Not only $525M in hcv options and milestones, but from private s/h bought $255M in stock for their 54% stake and will toss them another $357M in milestones if hcv hits. Why invest in public bio's when you can get deals like that? :-)

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