Biotech / Medical
Munch-a-Biotech Today
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Emcee:  Biomaven Type:  Unmoderated
Wallets are bulging and pipelines are thin at some big pharma and big biotechs. Third tier biotechs are cheap - some with good science are trading at near book. Does this combination mean that Daddy Pharma and Momma Biotech might go a huntin'?

This thread is for the discussion of possible hunters and prey. Chiron and Bayer have already identified themselves as hunters, and they are not alone in looking for something to fatten their pipeline.

Likely prey must somehow offer a tastier snack than can be had by simply partnering with them. Prey that are accretive to earnings are unusual, but a few can still be found.

The arbitrageurs get there after the kill. Let's see if we can get there before the hunt. Remember, you have to think like a pharma, just quicker <G>.

Here's a watch-list (PREY) for edible candidates. I've started it out empty; let's fill it up with potential snacks:

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3126Roche taking out Foundation Medicine (FMI). Cheers, Tucktuck-June 19
3125Sanofi further committing to develop nanobodies with Ablynx: GHENT, Belgium, 1nigel bates-February 16
3124Yes, it's the company's own 10b5-1 (buying) plan. It's not necessaryDewDiligence_on_SI-February 1
3123<The 10b5-1 plan VRTX is talking about in the PR is for the company's ownMiljenko Zuanic-January 31
3122It is for the open market, as well for negotiated private transactions, that is Miljenko Zuanic-January 31
3121The 10b5-1 plan VRTX is talking about in the PR is for the company's own buyDewDiligence_on_SI-January 31
3120<..privately negotiated transactions and may be made pursuant to Rule 10b5-1 Miljenko Zuanic-January 31
3119This is not a $500M grant to insiders. (Not sure if your question was facetious.DewDiligence_on_SI-January 31
3118RE: VRTX "Stock Repurchase Program" <The company today announced Miljenko Zuanic-January 31
3117SGEN munching CASC...mopgcw-January 31
3116I would guess quite a number will leave. By all accounts, Ablynx seems to have bnigel bates-January 29
3115Yes, but do you think that scientist and mid-level management will prosper underMiljenko Zuanic-January 29
3114Maybe just that the large shareholders wanted to sell ? And it's a better nigel bates-January 29
3113Why was Ablynx BofD inclined to sell comp so early? Aware of risk involved, or..Miljenko Zuanic-January 29
3112Sanofi rides in as white knight - though I still think it's being sold cheapnigel bates-January 29
3111Sanofi to Acquire Bioverativ for $11.6 Billion Expands Sanofi's presence innigel bates-January 22
3110Interesting interview (pre-bid) with Ed Moses: His comments arnigel bates-January 17
3109Not the only one [graphic] January 16, 2018 01:01 ET olivier benrubi-January 16
3108 Someone expects more value: GHENT, Belgium, 16 January 2018 - Ablynx [Euronextnigel bates-January 16
3107I remember some down days into pops. Straight as it comes. JonRobohogs-January 9
3106Table of Biotech Buyouts of Partners (updated for Takeda-TIG): investorshub.advfDewDiligence_on_SI-January 8
3105I've always been impressed just how little unusual price movement there is anigel bates-January 8
3104How can one not like ABLX has a track star as a CEO? Oops, that was a differentBiotech Jim-January 8
3103I like these guys - they've played by the book, and (IMO) deserve to stay innigel bates1January 8
3102Only a small position, unfortunately.scaram(o)uche-12/22/2017
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