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Biotech / Medical : Kosan BioSciences -- KOSN -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (747)11/19/2006 11:55:14 PM
From: keokalani'nui  Respond to of 933
 
Oh, I was just squawkin'. After the 3 months I gave it I'll probably give it another 3. I don't have any losses in it anymore but then I haven't made anything either.

A one-compound license is not what I'm interested in, nor financing the development of a fully integrated biopharmaceutical company. kosn is getting a second at-bat all the way around and were I they I would manage for the walk-off double and not the grand slam.

As for all the other details you mention, I think your mlnm idea sounds the best. :-)



To: tuck who wrote (747)11/20/2006 9:02:24 AM
From: nigel bates  Read Replies (2) | Respond to of 933
 
>>That leaves Kosan and Infinity battling for the lead, with Vernalis/NVS and Serenex trailing.<<

Don't forget Novartis also has a shot with Mycograb, from the Neutec acquisition.

Would MLNM risk buying either Kosan or Infinity before they see more trial data ? And even if they did, would they get outbid again ?


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