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   Biotech / MedicalMunch-a-Biotech Today


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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
   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_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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From: tuck12/31/2019 3:19:47 PM
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ALXN munching ACHN: Announced in October. $6.30 in cash plus two CRVs. Companies to file HSR documents within a month. Trading at at ~4% discount to offering price assuming no value to CRV's (which seems incorrect, but payoff is a ways out). Any guesses on deal closure date and probability? I would guess the deal closes with the first half, potentially yielding what should be a pretty safe 10% or so annualized. I feel odds of the deal being scuppered by HSR concerns are low, but the discount is there for some reason. FWIW, I've traded in and out a few times lately, but am now building a bigger position with the shoes in the very low $6s. Other opinions welcome.

Cheers, Tuck

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