<< OK, let's pick some business plans that would/could be in trouble, given these worries/scenarios/whatever.>>
<<TELK...... poorly-timed IPO didn't raise the funds
anticipated or necessary to support plans.>>
How far can one take TRAP small molecule design with reasonable resources. The 40 people at TELK for chemistry and clinical development won't do. MLNM would be a nice partner, target rich but how good is their own chemistry?
TRAP coould help them to become world class.
CRGN..... leverage...... a target discovery machine, trying to transition to a biologicals powerhouse. No pipeline to complement the massive stash of cash.
The massive stash of cash won't be that massive when product development costs kick in. CRGN is well positioned at this point, but how can they position themselves better?
Antibodies? Small molecule chemistry. Buy LEXG and become even stronger and more target rich?
<<NPSP...... is the significant pile of cash sufficient? >>
NPSP partners early and often. The burn rate is fairly low, good science in some fields. But, how make it even better, NBIX, NRGN, VRTX?
Most of these biotechs will survive, even without merger but this does not mean that they shouldn't merger. Good science can be made better with synergy, gaps can be filled and risks can be spread. This would increase shareholder values industrywide (the ego's of the scientists and CEO's permitting)...Enough said! |
