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   Biotech / MedicalMunch-a-Biotech Today


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From: Julius Wong3/21/2019 9:22:58 PM
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In an interview on CNBC, a Jefferies analyst said that Biogen ( BIIB -29.5%) may now be targeting acquisitions after its aducanumab flop. Attractive candidates include Biohaven Pharmaceutical Holding Company ( BHVN +8.2%), Neurocrine Biosciences ( NBIX +5.9%), Alder BioPharmaceuticals ( ALDR +6.2%), Sage Therapeutics ( SAGE +3.6%), ACADIA Pharmaceuticals ( ACAD +3.7%) and GW Pharmaceuticals ( GWPH +3.3%).

A Stifel analyst agreed, adding that Sarepta Therapeutics ( SRPT +2.1%) could be a target as well.

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To: Julius Wong who wrote (3148)3/21/2019 9:31:34 PM
From: tuck
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Hmm. GWPH. Could also throw in Zogenix (ZGNX), it's undervalued (IMO) alter ego. With the IPR issue still hanging over BIIB's head, I'm in the incremental deals with smaller M&A targets camp.

Cheers, Tuck

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From: Julius Wong3/21/2019 10:13:11 PM
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Why These 2 Biotech Stocks Might Be Next On The Takeover List

investors.com

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From: Miljenko Zuanic6/13/2019 2:03:59 PM
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RE: NASH (GLMD and Aramchol)...with MC at $120m, GLMD was/is again attractive and speculative bios. Have position.

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From: Miljenko Zuanic6/16/2019 11:51:33 AM
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RE: QURE Here we go....will BMY lose its sight?

bloomberg.com

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From: DewDiligence_on_SI6/25/2019 11:11:07 AM
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ABBV-AGN $63B deal...

PR: investorshub.advfn.com

CC slides: investors.abbvie.com

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To: DewDiligence_on_SI who wrote (3153)6/26/2019 9:24:14 AM
From: nigel bates
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Is that a small sympathy bounce from RVNC ?

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To: nigel bates who wrote (3154)6/26/2019 10:03:51 AM
From: DewDiligence_on_SI
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The Vantage blog may have (unintentionally) provided some of the impetus for that. I want to link to a tweet, but SI is not letting me do it.

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To: nigel bates who wrote (3154)6/26/2019 10:13:59 AM
From: DewDiligence_on_SI
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Here's a direct link to the Vantage piece: evaluate.com

It says AGN's Botox franchise has an NPV of $46.1B (which seems about right, IMO).

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From: DewDiligence_on_SI11/15/2019 5:26:33 PM
2 Recommendations   of 3158
 
BMY-CELG merger will close 11//20/19:

finance.yahoo.com
twitter.com

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