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

To: nigel bates who wrote (13244)	9/30/2004 2:58:12 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

>> This ought to be good for biotech, though. << This systems biology company can tell some companies, up-front, that their molecules will have trouble down the road. bioseekinc.com I feel that it's negligent that every pharma CEO is not beating at their front door, wanting in. I have no concept if THIS (vioxx) issue could have been predicted, but....... >> This ought to be good for biotech, though. << Both pharmacogenomic and systems biology business plans have been slow to unfold, despite the obvious utility and wisdom. systems biology became a dirty phrase, and pharmacogenomics was merely thought to be unworkable. Billions went poof. Look at the volume in October calls today, relative to outstanding interest.

To: nigel bates who wrote (13244)	9/30/2004 3:02:52 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

not assuming he's going to be looking for work come November ?? Just being realistic here. And we still have our October surprise to come - whatever that may turn out to be. In my view any external attempt to influence the election (like in Spain) would certainly backfire and ensure Bush's re-election. Not really sure I buy this "bad for pharma is good for biotech" angle." After all pharma is what biotech wants to be when it grows up. <g> More likely the naive thinking goes - if this can happen to a conservative company like MRK, why can't the same happen to any biotech or small pharma with an existing product? Peter