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Author: LiveFromHopkins Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 253  
Subject: Re: New buying op Date: 11/25/2003 2:48 PM
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I certainly agree that a biotech partnership/purchase would be cool.

I wonder how much of the softness in KG price is a result of the general malaise being experienced by big pharma.

It is interesting to note that MRK is in the tank mostly because its pipeline has been decimated by cancer showing up in mice and it is hanging out to dry. It will come back some time, but it demonstrates the hazard of relying on in-house pipeline to cover expiring patents.

That is why my only portfolio pharmas are heavy KG and light ISIS. ISIS, of course, is a pure speculation, however they are having spectacular results in demonstrating the efficacy of their anti-sense theories in human subjects.

Phil
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