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Biotech / Medical Munch-a-Biotech Today

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From: Julius Wong	3/21/2019 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	of 3158

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 Wong	3/21/2019 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 Zuanic	6/13/2019 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 Zuanic	6/16/2019 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_SI	6/25/2019 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	of 3158

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	of 3158

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	of 3158

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_SI	11/15/2019 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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