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Biotech / Medical : Munch-a-Biotech Today -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (147)	2/13/1999 1:48:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 3158

Rick, A 30% premium for well-capitalized companies, correct? Not for a third-tier, I presume. Yes, I was referring to 1st/2nd tiers like Biogen, Genzyme, PGNS etc. I have no idea what sort of premium we would see for a depressed third tier - mostly it would depend on how short of cash they were. I'd never thought of J&J/GLIA before - it's a pretty obvious combo once you point it out. GLIA is a strange mixture - their neuro stuff and their ADCON stuff make them an awkward fit most places. However, both these segments would slot in nicely at J&J. J&J have been struggling of late, and they must be kicking themselves for not gobbling SEPR back when they did their Hismanal deal and could surely see Propulsid and Sporanox (yet to happen) deals on the horizon too. I liked the looks of the recent GLIA study that seems to have conclusively shown long-term clinical benefit for ADCON-L. Seems to finally answer the advisory committee concerns that reduced scarring might not lead to demonstrable clinical benefit. Peter