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Biotech / Medical : Pharmos (PARS) -- Ignore unavailable to you. Want to Upgrade?


To: arnie h who wrote (158)11/9/1998 8:00:00 PM
From: David Israel-Rosen  Respond to of 1386
 
The reality is that no one knows what Agis is doing here. One thing is for sure they are here to serve AGIS and that might include getting them into Biotech.

Omer mentions Teva, if I recall, they were in generics for 50 years before they got into New Drugs. Why couldn't Agis do the same by merging with Pharmos.

I think it is important for us to see thing for they are, not for what we want them to be

Best Regards

David



To: arnie h who wrote (158)11/9/1998 8:02:00 PM
From: yosi s  Read Replies (3) | Respond to of 1386
 
Let me reiterate my speculation regarding Agis.

Agis bought into Pars. if this was for only investment ,then you buy under 5%. the difference between 5 and 5.2% is declaration.

They got the attention of Aviv and I am sure contacts between Arkin and Aviv will follow..
This present new dynamics for both people.

Agis a generic company, small enough not to be overwhelming.
Yet to Pharmos they can bring certain expertise and financial stability.
This can speed up future research.
Enable to negotiate better with big Pharma.

But what is most important it bring new dynamics into the picture.
And the direction is seen by me to be positive .