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Biotech / Medical
Munch-a-Biotech Today
An SI Board Since December 1998
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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:

techstocks.com

Peter
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3100Missing FGEN.Robohogs-September 1
3099FWIW at face value [tweet]richardred-August 31
3098Bidding war? No, I do not think so. :-) PS: I hade JUNO, that I sold in at nearMiljenko Zuanic-August 31
3097I haven't had a position in Kite for a while, but it's one of the heavy tuck-August 31
3096At this point GILD gain more in MC than they paid for KITE. IF metric hold, theyMiljenko Zuanic-August 31
3095In general, not only GILD,...and how many times they were right (buy price)? YouMiljenko Zuanic-August 29
3094they have been criticized for overpaying for everything since as far back as i cmopgcw-August 29
3093As a GILD SH I am glad that they did something with cash, but as you said time wMiljenko Zuanic-August 28
3092Do not know perspective of the KITE pipelines, but think they overpaid for KITE.tuck-August 28
3091Do not know perspective of the KITE pipelines, but think they overpaid for KITE.Miljenko Zuanic-August 28
3090That was intentional misdirection, evidently. GILD was talking to KITE about a bDewDiligence_on_SI-August 28
3089And yet, here we are, with Gilead munching KITE for $180 in cash, almost $12 biltuck-August 28
3088Good news for RDUS! biopharmadive.comMiljenko Zuanic-July 31
3087At this point RDUS is out of picture. finance.yahoo.com Clearly, disagreement Miljenko Zuanic1July 17
3086GILD needs spectra of I/O compounds, IDO is only one of them. Sure. Just sayingtuck-March 10
3085GILD needs spectra of I/O compounds, IDO is only one of them. INCY brings palletMiljenko Zuanic-March 10
3084Well, if GILD must have an IDO inhibitor, NLNK is available for a fraction of thtuck1March 10
3083GILD -----> INCY? Never say "never", until fat lady sing!Miljenko Zuanic-March 10
3082GILD mentioned few months back that they are not fun of CART and other gene-therMiljenko Zuanic-March 8
3081GILD as muncher: INCY has been floated as a possible target, but maybe too big ttuck-March 7
3080You missed the joke, Gary. You picked the wrong thread for your post, since thiFiloF3February 21
3079I think you're making the mistake of not considering this a biotech. Take aGary Mohilner-February 21
3078Congratulations on your gain! However, I don't think the word, munch in the DewDiligence_on_SI1February 21
3077Is anyone here familiar with OWCP. I cannot find a board here, but this I trulyGary Mohilner-February 21
3076I'm going to abuse this thread by posting a deal that hasn't happened anDewDiligence_on_SI-January 31
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