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Biotech / Medical
Munch-a-Biotech Today
An SI Board Since December 1998
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3158 136 0
Emcee:  Biomaven Type:  Unmoderated
Introduction Compact
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1208I had bullets. With luck, I had just purchased them the day beforehand during ascaram(o)uche-12/7/2001
1207Peter, The confusion factor between COR (CORR) and Cortex (COR)has been a sourcsmh-12/7/2001
1206<i>Levin uses the "snowball" model for growing MLNM. I strongly nigel bates-12/7/2001
1205"Preyed" is sort of a strong word. I merely provided a "bufferinscaram(o)uche-12/6/2001
1204I eventually figured it out - you preyed on the poor critters who confused COR aBiomaven-12/6/2001
1203Note also the recent article posted here discussing John McCamant's view of Biomaven-12/6/2001
1202Note that CORR and AVIR are examples of "one-product biotech munches" Biomaven-12/6/2001
1201Exactly. MLNM gets the cash and cash flow from CORR to develop the pipe - they Robohogs-12/6/2001
1200[ aside ] You had to be quick (I was!), and volume wasn't sufficient to makscaram(o)uche-12/6/2001
1199In that downside scenario, we could consider it a scaled-up Gilead munch of Vestscaram(o)uche-12/6/2001
1198Wilder, history has showed repeatedly that empire building is the only sure way Mark Bong-12/6/2001
1197The tyrosine kinase inhibitor program is respected. You can also think of Cor ascaram(o)uche-12/6/2001
1196<i>So he traded a richly valued asset, stock, for cash and a cash annuity&nigel bates-12/6/2001
1195Levin is vulnerable to criticism about the efficiency--not quality--of the interkeokalani'nui-12/6/2001
1194Nig, I agree with you. I think that Levin is an empire builder, and I feel that Mark Bong-12/6/2001
1193Here's the fundamental rationale - <i>This merger serves as a key milnigel bates-12/6/2001
1192Peter, No, it is very difficult to see this as an obvious munch. Perhaps (andIcebrg-12/6/2001
1191I don't understand it either, even though I am happy because I just bought aSpekulatius-12/6/2001
1190I can't say I understand the MLNM/CORR munch. I don't see obvious synergBiomaven-12/6/2001
1189Rather smaller munch... PRINCETON, N.J., Dec. 6 /PRNewswire/ -- Orchid BioSciennigel bates-12/6/2001
1188<i>CRXA might be interesting...</i> Well I had the first three lettnigel bates-12/6/2001
1187<i>I can't say any of those really excites me</i> CLL would be nigel bates-12/5/2001
1186To all, Dow Jones Newswires has short article on MLNM saying that they are plaJFitnich-12/5/2001
1185Financial Times reporting on the MedImmune-Aviron deal. Interesting quote from JIcebrg-12/4/2001
1184forbes.com Biotechnology Five Likely Biotech Acquirers Matthew Herper, Forbessmh-12/3/2001
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