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Strategies & Market Trends : Speculating in Takeover Targets
ULBI 6.950-1.1%9:30 AM EST

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From: FiloF2/1/2006 9:38:47 PM
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Merck on the hunt?

Hi all. Great thread.

Haven't seen anything posted recently re: Merck. Not surprisingly, they appear to be actively looking for biotech targets:

Message 22099897

Add into the mix potential medical devices and diagnostics (as posted here a while back):

Message 21836795

With all of the talk about repatriated cash for Big Pharma, they all seem to be in the hunt (some are hunted, too), but based on the above, I think Merck is going to be a player.

Of course, the trick is to identify the potential population of targets. That's what I hope to do if I can free up some time. I am starting here:

Focusing R&D Resources on Selected Therapeutic Areas
Merck's new R&D model is designed to increase productivity and improve the probability of success by prioritizing the Company's R&D resources on nine priority disease areas - Alzheimer's disease, atherosclerosis, cardiovascular disease, diabetes, novel vaccines, obesity, oncology, pain and sleep disorders. These therapeutic areas were carefully chosen based on a set of criteria including unmet medical needs, scientific opportunity and commercial opportunity. Within these therapeutic areas, Merck will commit resources to achieve research breadth and depth and to develop best-in-class targeted and differentiated products that are valued highly by patients, payers and physicians.

Merck also will make focused investments to pursue specific mechanisms in the following selected disease areas: antibiotics, antifungals, antivirals (hepatitis C virus, human immunodeficiency virus), asthma, chronic obstructive pulmonary disease, neurodegeneration, ophthalmology, osteoporosis, schizophrenia and stroke. In addition, the Company will capitalize on selected opportunities outside these areas by continuing to commercialize attractive clinical development candidates in the pipeline and by pursuing appropriate external licensing opportunities.


merck.com

Will be taking a look at the quarterly and annual filings for partnerships, licensing, etc.

Anyone have any obvious thoughts?

Thanks in advance.
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