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Biotech / Medical
Munch-a-Biotech Today
An SI Board Since December 1998
Posts SubjectMarks Bans
3158 139 0
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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ReplyMessage PreviewFromRecsPosted
3158ALXN munching ACHN: Announced in October. $6.30 in cash plus two CRVs. Compantuck-12/31/2019
3157BMY-CELG merger will close 11//20/19: twitter.comDewDiligence_on_SI211/15/2019
3156Here's a direct link to the Vantage piece: It says AGN's BDewDiligence_on_SI-6/26/2019
3155The Vantage blog may have (unintentionally) provided some of the impetus for thaDewDiligence_on_SI-6/26/2019
3154Is that a small sympathy bounce from RVNC ?nigel bates-6/26/2019
3153ABBV-AGN $63B deal... PR: CC slides:
3152RE: QURE Here we go....will BMY lose its sight? bloomberg.comMiljenko Zuanic-6/16/2019
3151RE: NASH (GLMD and Aramchol)...with MC at $120m, GLMD was/is again attractive anMiljenko Zuanic-6/13/2019
3150Why These 2 Biotech Stocks Might Be Next On The Takeover List investors.comJulius Wong-3/21/2019
3149Hmm. GWPH. Could also throw in Zogenix (ZGNX), it's undervalued (IMO) altetuck-3/21/2019
3148In an interview on CNBC, a Jefferies analyst said that Biogen ( BIIB-29.5%) may Julius Wong-3/21/2019
3146Others suggest a bunch f small deals, noting BIIBI has a better record of value tuck-3/21/2019
3145Someone posted a list of M&A candidates during the JPM healthcare conferencebmaz001-3/21/2019
3144FWIW, RVNC considers itself a neuro company (e.g. cervical dystonia, migraine) aDewDiligence_on_SI-3/21/2019
3143OK, so given the original purpose of this thread was to find prey before the pretuck-3/21/2019
3142Roche nearing $5 billion deal to acquire Spark Therapeutics - WSJ finance.yahooJulius Wong-2/23/2019
3141Opinion: Here’s your guide to the upcoming biotechnology takeover wave marketwaJulius Wong-1/18/2019
3140Loxo $8 billion smackers, 68% premium, by Lily.Robohogs-1/7/2019
3139Who would ever guess.... fiercepharma.comMiljenko Zuanic21/4/2019
3138H.Jim, thanks for the link. As a BMY long SH (not very happy for last 18 monthsMiljenko Zuanic-1/4/2019
3137>> Hubris << Not the way I saw it. Just the usual, many years, helscaram(o)uche-1/3/2019
3136All 3 must be approved as you mentioned. Interesting.Robohogs-1/3/2019
3135The CVR is based on final approval of all three drugs, with deadlines: Ozanimodrkrw11/3/2019
3134When the deal is consummated, I will look at the details of the contingent valueBiotech Jim-1/3/2019
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