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Oxford Biomedica. 2005 to see 'Huge value creation' (Panmure Gordon)

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Tuco 1 - Wed, 14 Dec 05 :

Qpr,
I had often thought that OXB would be a perfect fit for Genentech.
Not only are they savvy enough to comprehend OXB's science (which cannot be said about some big pharma IMO ) but they are big enough to swallow OXB in a single gulp (market cap. around $100 billion I think )
The other interesting thing to note is that Trovax could end up being big competition for Avastin - which is Genentech's biggest drug now . This is especially so in Colorectal cancer , but could be in othere areas too.
To take out OXB now, would seem like a great piece of business for Genentech.
Minimum 65p though please.

Tuco.


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