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

To: nigel bates who wrote (749)	11/20/2006 9:10:15 AM
From: tuck	Read Replies (1) \| Respond to of 933

Ah, yes; thanks for the reminder about MycoGrab. Hard to say what MLNM might risk. Velcade needs a jumpstart with Revlimid competing. If they get outbid, that would not bother me, since my Mom owns both. That would probably be the ideal outcome. Of course, velcade synergizes with a bunch of things, so there may other candidates for MLNM that haven't crossed my mind yet. Cheers, Tuck

To: nigel bates who wrote (749)	11/20/2006 5:22:35 PM
From: VanBio	Read Replies (1) \| Respond to of 933

Millenium makes sense to me as a partner or as an aquirer, but there could be a number of potential suitors including Roche, Celgene, MGI, or maybe Cephalon. Celgene could use it's high stock price to make an acquisition before significant competition hits the thalidomide franchise. There are a bunch of HSP90 presentations and posters at American Society of Hematology in Dec. so maybe there will be more interest after some data is presented. Companies may be trying to decide which pony to ride. Good luck.