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Biotech / Medical : Sepracor-Looks very promising -- Ignore unavailable to you. Want to Upgrade?


To: Don Miller who wrote (2018)3/17/1999 2:22:00 PM
From: M. Ramle  Read Replies (1) | Respond to of 10280
 
Don:

Very interesting article. I guess what annoys me the most is the price manipulation by the MM's just ahead of the Option Expiration Friday.

I have been trying all morning to buy some more of SEPR, but the spread is ridiculously wide.

Mazen



To: Don Miller who wrote (2018)3/17/1999 10:22:00 PM
From: John Metcalf  Read Replies (1) | Respond to of 10280
 
Don, if Abbott is serious about acquiring a $10-15B market cap company, they're not looking at biotechs. Amgen would be above that range, and GNE is the only biotech in it. Since Roche owns the majority of Genentech and has the option to own the rest, that's not a takeover candidate.

In the $5-10B range, there are only Biogen, Immunex, and Alza. IMNX has the AHP relationship, and the other two are profitable and not strapped for cash. At $4B, there are GENZ, SEPR, CHIR, and MEDI. CNTO is $3B, and BCHE is $2B, with recent weakness (so is WLA's Agouron). GILD is about $1.5B, and there's a cluster of companies around $1B -- Qiagen, Millennium, Icos, BVF, ADRX, and IDEC.

You might get a better answer on the "munch-a-biotech" thread.