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Biotech / Medical
Takeover Mania is Coming!!!

An SI Board Since July 2005

Posts	SubjectMarks	Bans
49	13	0

Emcee: Arthur Radley	Type: Unmoderated

Introduction Compact

It is projected that in 2006 big pharma companies will have patent expirations at the highest levels in their history. Adding to this issue is the fact that big pharmas in many cases have dwindling pipelines to fill the void and they also are facing more generic competition. Then we have the American Jobs Creation Act (Repatriation Act) that was enacted in October, 2004. This repatriation effort will allow big pharmas to bring back billions of dollars from foreign subsidiaries at a reduced tax rate. All of these factors IMO will lead to these BIG PHARMAS filling their void by buying biotechs that have advanced pipelines of promising drug candidates. IMO especially vulnerable are biotechs with drugs in Phase III testing with unpartnered products. Merely look at the recent (PFE) proposed merger with Vicuron(MICU) in which (PFE)offered a 70% premium for the (MICU) shares.

For those interested, lets have a contest to pick the biotechs/pharmas that will be taken over in the next six months. Give your picks and current price and lets come back in January and see who has selected the most and with the greatest total premium paid for your merger candidate.

My selections are as follows for biotechs with unpartnered products:
ENCY--Thelin---$12.02
DNDN--Provenge--$6.00
TELK--TELCYTA---$16.78
NUVO--Alfimeprase and rNAPc2--$8.65
VSGN--Celacade---$5.55
CEGE--GVAX-------$6.46
SNMX--Various----$16.25(Their compounds are partnered but IMO they are still a take-over candidate from one of the big flavor companies)
VASC--Various----$12.16
My big Pharma Selection for takeover is:
SGP--$19.97

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
49	TNOX biz.yahoo.com	richardred	-	11/10/2006
48	<i>Still lots of talk but not much action so far...</i> <b>Li	FiloF	-	6/6/2006
47	125 REASONS TO OWN CELGENE Rob_Cos/JBWIN416 1) Already solidly profitable for 1	rolatzi	-	5/24/2006
46	CATG on it's way!	richardred	-	5/16/2006
45	Biotech Serono gains on possible sale Hires Goldman Sachs to explore "strat	Arthur Radley	-	11/8/2005
44	Interesting. Thanks. Any ideas? Don't follow SGP much -- relationships? par	FiloF	-	10/24/2005
43	Great game....(:>) Appears that SGP might be on the buying end instead of be	Arthur Radley	-	10/24/2005
42	I predict Bama by 3! What time do they play? ;-)	Brander	-	10/23/2005
41	News just out on DSCO adds to their potential of being a take-over IMO! Bama by	Arthur Radley	-	10/21/2005
40	I think you're right on target TD. There has been talk about major pharma t	Brander	-	10/21/2005
39	With the news from PFE yesterday, major pharma has been backed against the wall	Arthur Radley	-	10/21/2005
38	MEDI picks up a private biotech ..interesting thing is that the company is merel	Arthur Radley	-	9/14/2005
37	Acambis appears all the more fetching at the moment!	keokalani'nui	-	9/7/2005
36	Add another to the list today..GSK taking out IDBE!!	Arthur Radley	-	9/7/2005
35	DNA just denied fast track on Lucentis. OSI rallying on the news since buying E	Robohogs	-	9/7/2005
34	Alynlam(ALNY) soaring this morning on Novartis agreement to buy 20% of their com	Arthur Radley	-	9/7/2005
33	I understand your pain...also, amazing that the deal was announced within hours	Arthur Radley	-	9/1/2005
32	Not so nice. I remember the premium back in the mid-90s when they first bought	Robohogs	-	9/1/2005
31	Takeovers continue with Novartis offering to buy remaining shares of Chiron for	Arthur Radley	-	9/1/2005
30	TD, I just now noticed today's abgx announcement about nsclc. P-mab still	keokalani'nui	-	7/26/2005
29	IMCL has the pole position, not doubt. But abgx/amgn has a sound registration s	keokalani'nui	-	7/26/2005
28	Wilder, On CNBC today there was constant chatter about ABGX being future competi	Arthur Radley	-	7/26/2005
27	ABGX by AMGN?	keokalani'nui	-	7/26/2005
26	<b>TEVA in advanced discussions to buy IVX:</b> <i>[TEVA has	DewDiligence_on_SI	-	7/25/2005
25	3SOF has an interesting write up about UBS' downgrade of DNDN. It certainly	mandersen	-	7/24/2005

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