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Biotech / Medical : Munch-a-Biotech Today
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To: scaram(o)uche who wrote (143)2/12/1999 6:05:00 PM
From: Biomaven  Read Replies (1) of 3158
 
There's a post by margie on the VD thread discussing some possible acquisition candidates suggested by Warburg's Rachel Leheny:

Message 7794098

There's responses further down in the thread as well. I agree that INCY isn't really a candidate, for the reasons Rman gives.

Sangstat has been mentioned before - the issue is whether possible acquirors share Rick's view of their product's half-life.

GILD certainly is a possibility, their downside being that they'd be pretty dilutive in the short-run.

I think one more AGPH-like acquisition by a big pharma, but at a decent premium, might set the sector alight - even more so if they reach down the field a little bit and pick up a company with good IP but without much in the way of current earnings.

Peter
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