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DewDiligence

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DewDiligence

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Re: mcbio post# 88018

Tuesday, 12/22/2009 11:20:57 PM

Tuesday, December 22, 2009 11:20:57 PM

Post# of 257579

Is your investment thesis for [i.e. against] [Ablynx] still pretty much the same today?

Yes—with the proviso that I do not follow the company closely.

who do you see as ABLX's biggest competitors in the small antibody-like drug space?

The various companies mentioned in #msg-18452920 and #msg-10617249. (Note that Domantis is now part of GSK.)


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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