Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (4072)	2/11/1998 7:00:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 9719

Both are good, of course. I am intrigued by SEPR's Versicor unit (see for instance, biz.yahoo.com ), even though it really does not figure much in the valuation of SEPR at this point. I recently asked Sue Rodney (PCOP IR) a couple of questions related to the merger; she posts once in a while in the SI PCOP thread. To get real juice out of this merger management needs to navigate two apparently contradictory issues: (1) keep MSI's software revenue growing, (2) build synergy between MSI's technology and PCOP's internal program. Point (2) enhances point (1) as long as the software customers do not perceive PCOP itself as a competitor. This is probably the case for MSI (or PCOP's) big pharma customers, who may happily deal for the entire package (molecules + software or something like that) with just one partner. With the MSI shares in the picture (7 mill plus 1.5 for options), the combined entity approaches the $400-500 mill valuation range. Myself? I would wait for a pullback. PB Disclaimer - I am still waiting for the INCY pullback -g-