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Biotech / Medical
Munch-a-Biotech Today
An SI Board Since December 1998
Posts SubjectMarks Bans
3156 146 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
3156Here's a direct link to the Vantage piece: It says AGN's BDewDiligence_on_SI-June 26
3155The Vantage blog may have (unintentionally) provided some of the impetus for thaDewDiligence_on_SI-June 26
3154Is that a small sympathy bounce from RVNC ?nigel bates-June 26
3153ABBV-AGN $63B deal... PR: CC slides: 25
3152RE: QURE Here we go....will BMY lose its sight? bloomberg.comMiljenko Zuanic-June 16
3151RE: NASH (GLMD and Aramchol)...with MC at $120m, GLMD was/is again attractive anMiljenko Zuanic-June 13
3150Why These 2 Biotech Stocks Might Be Next On The Takeover List investors.comJulius Wong-March 21
3149Hmm. GWPH. Could also throw in Zogenix (ZGNX), it's undervalued (IMO) altetuck-March 21
3148In an interview on CNBC, a Jefferies analyst said that Biogen ( BIIB-29.5%) may Julius Wong-March 21
3147Denali?keokalani'nui-March 21
3146Others suggest a bunch f small deals, noting BIIBI has a better record of value tuck-March 21
3145Someone posted a list of M&A candidates during the JPM healthcare conferencebmaz001-March 21
3144FWIW, RVNC considers itself a neuro company (e.g. cervical dystonia, migraine) aDewDiligence_on_SI-March 21
3143OK, so given the original purpose of this thread was to find prey before the pretuck-March 21
3142Roche nearing $5 billion deal to acquire Spark Therapeutics - WSJ finance.yahooJulius Wong-February 23
3141Opinion: Here’s your guide to the upcoming biotechnology takeover wave marketwaJulius Wong-January 18
3140Loxo $8 billion smackers, 68% premium, by Lily.Robohogs-January 7
3139Who would ever guess.... fiercepharma.comMiljenko Zuanic2January 4
3138H.Jim, thanks for the link. As a BMY long SH (not very happy for last 18 monthsMiljenko Zuanic-January 4
3137>> Hubris << Not the way I saw it. Just the usual, many years, helscaram(o)uche-January 3
3136All 3 must be approved as you mentioned. Interesting.Robohogs-January 3
3135The CVR is based on final approval of all three drugs, with deadlines: Ozanimodrkrw1January 3
3134When the deal is consummated, I will look at the details of the contingent valueBiotech Jim-January 3
3133So, generic "THALIDOMIDE" derivatives are worth $74B, after they "Miljenko Zuanic-January 3
3132BMY takes out Celgene for 1 BMY share + $50 per share of CELG. About $102/sharetuck1January 3
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