Takeover Mania is Coming!!! Message Board

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Biotech / Medical : Takeover Mania is Coming!!!

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From: gfp927z	7/16/2005 11:06:07 PM
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TexasDude, Cubist, Vertex and Celgene have been mentioned as possible takeover targets. Cubist - Doesn't have much of a pipeline, but their Cubicin is from a new class of antibiotics (lipopeptides), and has had the fastest ramp up in sales in US history for an IV antibiotic (was approved 10-03). It also has met its Phase 3 primary endpoints to expand into bacteremia and endocarditis. Vertex - Has an antiviral HIV/AIDS drug on the market with Glaxo (Lexiva), but the real buzz has been with VX-950, which is touted as the world's most advanced and promising protease inhibitor for Hep C. They have an extensive pipeline, but mostly early stage. They also have approx $475 mil in cash. Celgene - Cancer drug Revlimid (decision due in October). They also have also Thalomid, Alergan, Focalin, and Ritalin.

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