Neurocrine Biosciences (NBIX) Message Board

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Biotech / Medical : Neurocrine Biosciences (NBIX)

NBIX 145.54

+0.4%

9:46 AM EST

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To: Robohogs who wrote (1614)	6/24/2006 12:22:05 PM
From: rkrw	Read Replies (1) of 1834

pfe pulling out removes the 800lb gorilla everyone was scared of and Indiplon being severely delayed removes a 3rd major competitor for what's likely a couple of years and inevitable approval can't be certain. I think nbix has some work to do before being in a position to repartner (how about frx?), perhaps even taking it all the way to approval. I'm not sure sepr will ever be in a better position to sell than they are now. No pfizer (sepr should be able to cut their selling budget a huge amount), pre ambien generics, will make money this year but in the long term the pipeline is skimpy and very high risk with the cns focus. And I don't see sepr as being one of the savvy management teams that can pull in great pipeline in m&a or inlicenses. I wouldn't say pfizer definitely will buy sepr, there's no way of knowing but I'd be surprised if sepr didn't jump on this window and make their exit. These guys have created insane wealth on the back of just two me-too drugs, time to call it a day and do whatever the hell they want. IMO.

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