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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: sjemmeri who wrote (5141)	8/30/2006 10:15:00 AM
From: scaram(o)uche	Respond to of 12215

cool, thanks for the pointer to the pointer. nice call, Wilder!

To: sjemmeri who wrote (5141)	8/30/2006 11:23:42 AM
From: keokalani'nui	Read Replies (4) \| Respond to of 12215

I'm sure I borrowed the idea from someone else, but you're welcome! Genzyme vs. Baker Bros. That sounds pretty good. Within that pair you'd have to think a deal gets done, at a slightly higher price. I can't believe BB really wants to issue more stock and I don't think G is really going to go directly to the shareholders--I doubt they'd get more than 60%. I just finished looking at the 13HRs and AOM was BB's third largest position on 6/30 at $54m (today, it would be its largest position at $90m). Hiring Goldman is simply perfunctory, I bet they are only looking for a fairness opinion. So at this point I would not expect too much more upside and I will probably start dribbling out shares. Anybody think maybe amgn is in the background? If so we'll know in a week or so.