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

To: Andriy Turhovach who wrote (5817)	10/25/1998 11:05:00 AM
From: aknahow	Respond to of 9719

Thanks Uke, anyone care to discuss the last part of the following statement made in the article? "Douglas Lind, a Morgan Stanley Dean Witter biotech analyst, also argues that while the "big fish are out there looking," they want to avoid deals that will hurt their earnings, and "there are very few" acquisitions that would add to earnings within a year or two. He also notes that existing partnerships limit deal possibilities." Easy to say yeah, that's a problem. But on second thought with so many multiple alliances, especially in the companies that products in or near the market, it becomes more difficult to see alliances alone as a serious barrier. When they are coupled by significant share ownership by the large pharma partner I can see it as a obstacle to merger with others and an incentive to merger with the owner of the shares.