Biotech / Medical
Munch-a-Biotech Today
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Emcee:  Biomaven Type:  Unmoderated
Wallets are bulging and pipelines are thin at some big pharma and big biotechs. Third tier biotechs are cheap - some with good science are trading at near book. Does this combination mean that Daddy Pharma and Momma Biotech might go a huntin'?

This thread is for the discussion of possible hunters and prey. Chiron and Bayer have already identified themselves as hunters, and they are not alone in looking for something to fatten their pipeline.

Likely prey must somehow offer a tastier snack than can be had by simply partnering with them. Prey that are accretive to earnings are unusual, but a few can still be found.

The arbitrageurs get there after the kill. Let's see if we can get there before the hunt. Remember, you have to think like a pharma, just quicker <G>.

Here's a watch-list (PREY) for edible candidates. I've started it out empty; let's fill it up with potential snacks:

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3111Sanofi to Acquire Bioverativ for $11.6 Billion Expands Sanofi's presence innigel bates-2 hours ago
3110Interesting interview (pre-bid) with Ed Moses: His comments arnigel bates-last Wednesday
3109Not the only one [graphic] January 16, 2018 01:01 ET olivier benrubi-last Tuesday
3108 Someone expects more value: GHENT, Belgium, 16 January 2018 - Ablynx [Euronextnigel bates-last Tuesday
3107I remember some down days into pops. Straight as it comes. JonRobohogs-January 9
3106Table of Biotech Buyouts of Partners (updated for Takeda-TIG): investorshub.advfDewDiligence_on_SI-January 8
3105I've always been impressed just how little unusual price movement there is anigel bates-January 8
3104How can one not like ABLX has a track star as a CEO? Oops, that was a differentBiotech Jim-January 8
3103I like these guys - they've played by the book, and (IMO) deserve to stay innigel bates1January 8
3102Only a small position, unfortunately.scaram(o)uche-12/22/2017
3101Roche munches Ignyta (RXDX). Congrats to whoever was holding this targeted thertuck-12/22/2017
3100Missing FGEN.Robohogs-9/1/2017
3099FWIW at face value [tweet]richardred-8/31/2017
3098Bidding war? No, I do not think so. :-) PS: I hade JUNO, that I sold in at nearMiljenko Zuanic-8/31/2017
3097I haven't had a position in Kite for a while, but it's one of the heavy tuck-8/31/2017
3096At this point GILD gain more in MC than they paid for KITE. IF metric hold, theyMiljenko Zuanic-8/31/2017
3095In general, not only GILD,...and how many times they were right (buy price)? YouMiljenko Zuanic-8/29/2017
3094they have been criticized for overpaying for everything since as far back as i cmopgcw-8/29/2017
3093As a GILD SH I am glad that they did something with cash, but as you said time wMiljenko Zuanic-8/28/2017
3092Do not know perspective of the KITE pipelines, but think they overpaid for KITE.tuck-8/28/2017
3091Do not know perspective of the KITE pipelines, but think they overpaid for KITE.Miljenko Zuanic-8/28/2017
3090That was intentional misdirection, evidently. GILD was talking to KITE about a bDewDiligence_on_SI-8/28/2017
3089And yet, here we are, with Gilead munching KITE for $180 in cash, almost $12 biltuck-8/28/2017
3088Good news for RDUS! biopharmadive.comMiljenko Zuanic-7/31/2017
3087At this point RDUS is out of picture. Clearly, disagreement Miljenko Zuanic17/17/2017
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