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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: FiloF who wrote (1044)	2/2/2006 9:25:51 AM
From: richardred	Read Replies (1) \| Respond to of 7239

Welcome FiloF: With regards to Merck. Back when I posted your second link. I regard this as a key statement. >"Longer-term, we heard for the first time of the potential for how Merck could even envision itself as a company with businesses beyond pure pharma (pharmaceuticals), to include devices (implantable) and diagnostics as well," Shibutani said in a research note. I was very surprised to see from Merck. A PR with an interest in medical devices. This when BMS -(Zimmer) and Lilly (Guidant) decided to leave the field years ago. As you know there is plenty of competition hunting in this area. With J & J currently out of the race for Guidant. I feel medical devices is still a hot area of speculation. I feel your approach is a good one. Some other areas to look in your search are 13d filings among companies Merck already has stakes in. Questions to ask yourself. Are they increasing or decreasing with those filings. Are there any standstill agreements, or milestone payments with collaborators,board members, ect ect. The more defined your search, the better off you will be. I've not look in depth with Merck yet, but remember. That's why I keep a list! So far J & J is the focus on my radar. No I'm not buying St. Jude. <G>I missed with Closer Medical. It was on my watch list. I'll look at Merck more in depth. I will post my findings when done. Maybe we will have some overlap. <G> RR

To: FiloF who wrote (1044)	2/2/2006 9:04:03 PM
From: richardred	Read Replies (1) \| Respond to of 7239

Just one of many clues. Merck: Gardasil Application Is on Track Thursday February 2, 6:18 pm ET Merck Says FDA Application for Cervical Cancer Vaccine Gardasil Is on Track, Pending Acceptance WHITEHOUSE STATION, N.J. (AP) -- Drug maker Merck & Co. said Thursday its application for Gardasil, an investigational vaccine for cervical cancer, is on track and pending acceptance. The company submitted the Biologics License Application to the Food and Drug Administration on Dec. 1, but following the submission, the FDA informed Merck that the submission date is officially Dec. 8. Within 60 days following official submission, the FDA will determine whether it will accept for review Merck's application as submitted. biz.yahoo.com

To: FiloF who wrote (1044)	2/18/2006 8:20:17 PM
From: richardred	Read Replies (5) \| Respond to of 7239

FiloF-RE: MERCK I've done a little work on Merck. First, I currently own no shares in the companies I mention. I am by no means recommend them. Remember my caveat. "LISTEN TO WHAT EVERYBODY HAS TO SAY, BUT DO WHAT YOU THINK IS RIGHT YOURSELF" The names I like, but there are many other possibilities, if Merck does decide to buy. Feel free to add possible names, comments, both negative and positive. RR ARIA-Ariad Pharmaceuticals Inc. Small fry, but interesting-Medinol connection (devices)Soros connection-Director connection.Elizabeth H.S. Wyatt, one of our directors since June 2002, held various senior management positions over a period of twenty years at Merck & Co., Inc., most recently, from 1992 to 2000, as Vice President, Corporate Licensing. She also served in leadership positions in corporate licensing from 1980 to 1992 at Merck. IART-Integra Lifesciences Holdings Corp-medical device-hot area connection-Soros connection-Skilled board-IMO. Schering-Plough-Even though they say no to a big merger. I think possibly, yes. Due to its availability and collaborations with Merck. Wyeth-Same deal on big merger. I like the pipeline also. Wild cards - Patheon -PTI.TO-labor cost savings-RIGL-Rigel-replacment for VIOXX someday?-cheap buy. BTW-Merck Cleared in 1st Federal Vioxx Case.