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

To: tnsaf who wrote (1899)	7/20/2005 3:21:33 PM
From: rkrw	Read Replies (1) \| Respond to of 3158

Very good munches. There's a bunch of em, mostly private. Eventually these first gen mabs will need to be replaced and renewed with next gens. Forward thinking innovator companies will take the lead and lock them up, if not, someone else will. Top of my head, xencor and glycofi seem strong but private. No surprise if they get munched rather than ipo. Hopefully this sector rally helps get some of these better privates out the door. A lot more interesting private co's than public imo.