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S&P 500
5,127.79
(
1.26%
)
US TECH 100
17,446.00
(
2.17%
)
Dow Jones
38,675.68
(
1.18%
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Brent Oil
82.77
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0.00%
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Bitcoin
63,100.22
(
0.34%
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DewDiligence

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DewDiligence

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Re: linhdtu post# 208292

Monday, 01/23/2017 1:03:08 PM

Monday, January 23, 2017 1:03:08 PM

Post# of 251706

...who would be big enough to buy BMY?

JNJ, NVS, AMGN, and GILD are a few names where such a deal is conceivable. PFE could be candidate if they divested their PD-L1 program co-owned by Merck KGaA. MRK and Roche can probably be ruled out due to their competing I-O programs.

Buyout vig is not the main reason I added to BMY on Friday (#msg-128020995), but it's another reason to like the stock at the current valuation.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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