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Replies to #4131 on Biotech Values
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10nisman

10/15/04 12:58 PM

#4135 RE: DewDiligence #4131

Dew,

Have you thought about what kind of impact the Homeland Investment Act (HIA) could have on small biotech companies like GENR (if the passed it into law.) Large-cap Pharma (BOL, MRK, SGP, JNJ, LLY) have been the biggest supporters of the Act and should be some of the largest beneficiaries of the Act. IMO, the passing of the Act will increase the number of lucrative big-pharma partnership deals in the upcoming tax year.

10nis


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rwwine

10/16/04 5:56 PM

#4157 RE: DewDiligence #4131

Alcon

In last years survey conducted by Dew in the Yahoo forum, Alcon did not receive one vote out of 49 voters. Has the recent clinical result with Retaane changed the likelihood of Alcon as a possible partner for GENR's Squalamine?

All opinions welcome...