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


To: Robohogs who wrote (14495)12/3/2004 11:55:15 PM
From: rkrw  Read Replies (1) | Respond to of 52153
 
I have a strong feeling icos will be lly before long, esp if lly wins the zyprexa case.

I ran an earnings model on icos and it's not all that pretty. Main jv eps driver is what level of sg&a do they need to maintain sales and market share growth? Amount spent this year is mind boggling, but it's hard to know what a reasonable baseline sg&a will be from here.

I consider the icos lly jv to be one of the all time worst bio marketing deals.