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


To: Hal Barnett who wrote (384)5/21/1999 12:56:00 AM
From: BradleyMarshall  Respond to of 3158
 
I don't know who PCOP is, but I've definitely thought of INCY, ABSC, and maybe ArQule (ARQL), to give them the full spectrum (genomics, screeing and combichem). If you want an analagous situation, look at Axys pharm. A genomics and a combi chem company combined to create "the first genes to drugs company." Their stock has exploded from eight down to four. (However, I think it's a great idea, nonetheless)



To: Hal Barnett who wrote (384)5/22/1999 4:21:00 PM
From: Vector1  Respond to of 3158
 
Hal,
I agree that ABSC has execution risk. They have, however, delivered to date. I note that INCY's CEO sits on ABSC's board.
V1