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Biotech / Medical : Munch-a-Biotech Today
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To: sim1 who wrote (2818)11/5/2009 7:48:21 AM
From: Biotech Jim1 Recommendation  Read Replies (1) of 3158
 
<Health Blog Question of the Day: Who will Merck buy next?>

They should buy REGN but that may not happen IMO due to the view of what happened inside MRK since the Chair of the REGN Board left MRK.

If there is a metabotropic glutamate receptor compound in Ph 2 that has shown compelling efficacy in any CNS indication MRK would buy them. Same goes for a novel mechanistic compound displaying good efficacy in stress, anxiety or depression. Also, if there is a company that has good efficacy for a CGRP antagonist in Ph 2 for migraine, or a company that has good efficacy for an orexin antagonist in Ph 2 for sleep disorders, they would buy either of them. Finally, if there was a good drug limiting cardiac arrhythmias in MI patients they would buy them. They might also be interested in the GnRH antagonist of NBIX, as they had a long standing program there. The bottom line would seem to be that the path for the approval has to be straightforward, at least to MRK.

All guesses...
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