Merrimack Pharmaceuticals, Inc. (MACK)

[esad1]

For those of you who follow such mundane things as politics I want to educate you as to what seems to be going on in the drug business particularly as it pertains to biologic manufacturing and Mr. Trump. You saw where Takeda bought Ariad. You will also notice that Novo Nordisk is building a $1.5 billion dollar plant in North Carolina. They are the largest seller of insulin on the U.S. and have no manufacturing here. I think this will be done to avoid the tax that I think the New President is going to impose on imports where the countries have import charges on our products. We are selling Ipsen an FDA approved biologic manufacturing facility, lock, stock and barrel, You are probably seeing a ton of other operations talking about opening facilities here that are not drug companies. Alibaba?

Not sure if Shire makes anything here or any other foreign drug operations. I am not talking pills. I am talking complicated drugs that need expensive facilities. Could there be other candidates?

Just food for thought.