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Biotech / Medical Munch-a-Biotech Today

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To: Biotech Jim who wrote (3134)	1/3/2019 7:23:11 PM
From: rkrw	1 Recommendation of 3158

The CVR is based on final approval of all three drugs, with deadlines: Ozanimod by 12/31/20 JCAR017 by 12/31/20 BB2121 by 3/31/21 The plus to them is it will be tradable. So maybe the CVR will sell for a few bucks once trading.

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To: rkrw who wrote (3135)	1/3/2019 9:32:09 PM
From: Robohogs	of 3158

All 3 must be approved as you mentioned. Interesting.

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To: Biotech Jim who wrote (3134)	1/3/2019 10:06:32 PM
From: scaram(o)uche	of 3158

>> Hubris << Not the way I saw it. Just the usual, many years, helping people find good issues. Win some, lose some. Great song for the moment, thanks for the link and thought.

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To: Biotech Jim who wrote (3134)	1/4/2019 3:13:23 AM
From: Miljenko Zuanic	of 3158

H.Jim, thanks for the link. As a BMY long SH (not very happy for last 18 months), I can only say that I am even less happy now with CELG deal. And, there is several reasons that I think that they overpaid for this deal. First BMY has several bad deals of late, and sugar over everything is CELG deal. CELG IMIDs are slowly loosing strain, and IP will eat them inside out. Last 3 large deal, RCPT, Impact, and JUNO, (~$20B in total) are with questionable outcome. Ozanimod and Fedratinib are nothing more than me-too copy of current standard, while JUNO advantage over KITE is maybe nothing more than science-fiction. So, management that grounded CELG are now awarded with this lucrative deal. What message this send true bio-sector? We are ALL winners?????

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To: Miljenko Zuanic who wrote (3138)	1/4/2019 2:06:00 PM
From: Miljenko Zuanic	2 Recommendations of 3158

Who would ever guess.... fiercepharma.com

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From: Robohogs	1/7/2019 7:17:10 AM
	of 3158

Loxo $8 billion smackers, 68% premium, by Lily.

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From: Julius Wong	1/18/2019 10:13:52 PM
	of 3158

Opinion: Here’s your guide to the upcoming biotechnology takeover wave marketwatch.com

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From: Julius Wong	2/23/2019 7:08:43 PM
	of 3158

Roche nearing $5 billion deal to acquire Spark Therapeutics - WSJ finance.yahoo.com

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From: tuck	3/21/2019 9:57:24 AM
	of 3158

OK, so given the original purpose of this thread was to find prey before the predators got it . . . Who are the expected munchees after Biogen has a major clinical failure and has to flesh out the pipeline? With BIIB down in excess of 25% not all biotechs in the neuro space are down. SRPT, NBIX, and SAGE are up noticeably. perhaps there are others not on my radar. Anyone still here to throw out ideas aside from the above? Cheers, Tuck

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To: tuck who wrote (3143)	3/21/2019 9:59:52 AM
From: DewDiligence_on_SI	of 3158

FWIW, RVNC considers itself a neuro company (e.g. cervical dystonia, migraine) as well as a derm/plastic company.

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