Biotech Values

[ghmm]

I am not a big fan of Warburg Pincus either!! I was a TKT shareholder prior to their board members pressing for the sale to Shire (which the then CEO Michael Astrue was highly outspoken against and resigned over). I think that is a real possibility now with Gilead (which was looking at InterMunes PI) moving into Pulmonology and Dan Welch having sold one company to Gilead. I think there are a few other "good fits" too. The good thing is Warburg have been holders for a number of years and perhaps they wouldn't consider selling anywhere near current levels!

Dew, I am working on organizing some of my notes for a write-up on ITMN (More the pulmonology side, IPF) then the Hepatology, but give me a few days. Any good message posts to refer to as a guide for a "read me first" (sorry I don't have search I subscribe to SI and can't yet justify paying here particularly since they have the same ownership) or is it better if I e-mail you a word or acrobat document?