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Biotech / Medical : Munch-a-Biotech Today -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (3134)1/3/2019 7:23:11 PM
From: rkrw1 Recommendation

Recommended By
Biotech Jim

  Read Replies (1) | Respond to 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.

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

To: Biotech Jim who wrote (3134)1/4/2019 3:13:23 AM
From: Miljenko Zuanic  Read Replies (1) | Respond to 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?????