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Biotech / Medical : Monsanto Co. -- Ignore unavailable to you. Want to Upgrade?

To: Anthony Wong who wrote (1450)	3/3/1999 12:22:00 PM
From: Dan Spillane	Read Replies (2) \| Respond to of 2539

Such a merger is likely. All DuPont needs to do is project out current trends wih respect to drugs and biotech, and it sees that it doesn't have the assets it needs to build (let alone retain) market. DuPont may be losing market in one chemical sector now -- due to a single advance in biotech -- but what happens when you extrapolate on this trend, given future such advances? The Monsanto Roundup Ready biotech advance took away huge market share overnight... I would think a 10-20 percent premium to Monsanto's current stock price could be expected...but I also would look out for a counter-bid by Pfizer, based on high-level statements it has made about future focus on life science.