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Replies to #88018 on Biotech Values
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DewDiligence

12/22/09 11:20 PM

#88023 RE: mcbio #88018

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.)