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Biotech / Medical : Myogen (MYOG)
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To: kenhott who wrote (43)10/2/2006 2:31:41 PM
From: tuck  Read Replies (1) of 50
 
Congrats if you were long (you'd be living up to your SI handle). I've traded from the short side with mixed results, but thankfully was on the sidelines looking for an entry when this happened.

I've never understood GILD's strategic planning from an M&A perspective. They must be smarter than I am (low hurdle). They pawned off their oncology franchise on OSI -- which was a nice move (don't think OSI is going to get any return on their $300 million investment; there's a company whose M&A ability is bottom of barrel) -- to focus on their antiviral expertise, but now seem to be expanding aggressively into cardiopulmonology. Is that the easy pickins from a drug development perspective? I've never thought so, but maybe it is for big players who can afford to fund large trials. GILD qualifies.

I suspect they were mainly after darusentan.

Cheers, Tuck
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