Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : 2011 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: technetium who wrote (142)	1/18/2011 7:51:33 PM
From: ghmm	Read Replies (1) \| Respond to of 400

*Or?* Henri has a big ego and doesn't want to give up control :-) Actually, I hope your logic is correct because of the ramifications to another of your picks, BMRN. I had thought Henri's ego would likely prevent any deal from happening easily but now I am not so sure. From the past few BMRN presentations I get the sense they may have a creative package to offer SNY for Aldurazyme. Acquiring GENZ interest would have a meaningful impact on BMRN's top line without adding much more overhead in sales/marketing. There is a unique provision where BMRN could (or if BMRN were being acquired GENZ could instead) offer to buy out the interest of the other. The unique provision is the other could refuse but buy out the other at the price they were offered there interest. I doubt it would come to this and think the most likely scenario is some agreed upon terms. If SNY does acquire GENZ I think there is a good chance of this too.