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Biotech / Medical : Munch-a-Biotech Today
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To: Miljenko Zuanic who wrote (3058)3/7/2017 3:31:10 PM
From: tuck  Read Replies (2) of 3158
 
GILD as muncher: INCY has been floated as a possible target, but maybe too big to digest. Now RBC's Michael Yee is floating KITE as GILD takeout target. At 1/7 the market cap, it's much more digestible. Sales/mc may come out better than INCY's, but I don't know about margins. KITE has an approvable dataset, but the their manufacturing and distribution process is atypical of what the FDA sees. Wonder if there could be a speed bump there. You have any thoughts about, MZ?

Cheers, Tuck
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