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

To: LLCF who wrote (209)	2/24/1999 11:57:00 AM
From: Biomaven	Respond to of 3158

Ok, the purists have it: Subject 26145 the new biotech valuation thread. As to the drug delivery stocks, one issue is that if munched by a big pharma they lose access to the other potential drug prospects for their delivery system that are out there. We may see more interest by the mid-range companies like Elan or Alza. Elan already was after FUSE at one point, and if they are still interested in the technology may go after someone like Cima. DEPO/SKYEY was more of a rescue merger than anything else, but was a recent example of consolidation in this area. The delivery companies definitely have bean-counter appeal to munchers, particularly if they have already demonstrated technical feasibility. Peter