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Replies to #59379 on Biotech Values
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microcapfun

02/24/08 4:57 PM

#59485 RE: DewDiligence #59379

>>Teva reported today that the CoGenesys acquisition closed (#msg-26992602), and evidently there was no valuation adjustment. I would consider this bullish for Albuferon.<<

It is clearly bullish for the hypothesis that the 'problem' with Albuferon is not a(n albumin-fusion technology) class effect. But I don't see why the acquisition closing w/o adjustment is bullish for Albuferon in particular ... given that Albuferon wasn't included in the Teva-CoGenesys deal.

micro