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Biotech / Medical : Munch-a-Biotech Today -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (3058)	7/13/2016 12:21:52 PM
From: DewDiligence_on_SI	3 Recommendations Recommended By rkrw Robohogs Thehammer Read Replies (2) \| Respond to of 3158

GILD has been actively munching GILD.

To: Miljenko Zuanic who wrote (3058)	3/7/2017 3:31:10 PM
From: tuck	Read Replies (2) \| Respond to of 3158

GILD as muncher: INCY has been floated as a possible target, but maybe too big to digest. Now RBC's Michael Yee is floating KITE as GILD takeout target. At 1/7 the market cap, it's much more digestible. Sales/mc may come out better than INCY's, but I don't know about margins. KITE has an approvable dataset, but the their manufacturing and distribution process is atypical of what the FDA sees. Wonder if there could be a speed bump there. You have any thoughts about, MZ? Cheers, Tuck