Thursday, March 05, 2015 12:59:09 PM
March 5, 2015, 11:50 A.M. ET
We believe that partnership and acquisition (P&A) activity is likely to remain a key feature of newsflow and excess returns for investors in the biopharma industry…We highlight 8 small and mid-cap biopharma companies and 2 larger biopharma companies with attractive assets, identified by a hybrid value/fundamental screen. New names include Aegerion Pharmaceuticals (AEGR), AMAG Pharmaceuticals (AMAG), Hyperion Therapeutics (HPTX), Impax Laboratories (IPXL), Medicines Company (MDCO), Mallinckrodt (MNK), Momenta Pharmaceuticals (MNTA), Mylan (MYL), Perrigo (PRGO), and United Therapeutics (UTHR). Two interesting observations regarding this year’s list: 1) Both Medicine Company and United Therapeutics have appeared on previous lists. We believe this reflects their ongoing undervaluation due to product life-cycle concerns; 2) We believe four of the spec pharma companies on our list are seeking accretive M&A, indicating they may be buyers as well as potentially sold.
http://blogs.barrons.com/stockstowatchtoday/2015/03/05/after-pharmacyclics-whos-next-in-biotech-ma/
FEATURED Cannabix Technologies and Omega Laboratories Inc. Advance Marijuana Breathalyzer Technology - Dr. Bruce Goldberger to Present at Society of Forensic Toxicologists Conference • Sep 24, 2024 8:50 AM
FEATURED Integrated Ventures, Inc Announces Strategic Partnership For GLP-1 (Semaglutide) Procurement Through MedWell USA, LLC. • Sep 24, 2024 8:45 AM
Avant Technologies Accelerates Creation of AI-Powered Platform to Revolutionize Patient Care • AVAI • Sep 24, 2024 8:00 AM
VHAI - Vocodia Partners with Leading Political Super PACs to Revolutionize Fundraising Efforts • VHAI • Sep 19, 2024 11:48 AM
Dear Cashmere Group Holding Co. AKA Swifty Global Signs Binding Letter of Intent to be Acquired by Signing Day Sports • DRCR • Sep 19, 2024 10:26 AM
HealthLynked Launches Virtual Urgent Care Through Partnership with Lyric Health. • HLYK • Sep 19, 2024 8:00 AM