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Biotech / Medical : Munch-a-Biotech Today

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To: DewDiligence_on_SI who wrote (3144)3/21/2019 10:36:36 AM
From: tuck  Read Replies (1) of 3157
 
Others suggest a bunch f small deals, noting BIIBI has a better record of value creation from their smaller deals. So I don't follow much in the SMID euro space, except for Minerva (NERV) and Intra-Cellular Therapies (ITCI). If they get a good readout later this year, that could potentially put them in play. There are, of course many more to choose from in the SMID range. It's just even harder to pick ones of any quality.

A research note I'm seeing says BIIB has 18 billion for M&A.

Cheers, Tuck
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