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Re: MariTide CC
Somebody asked a question about AMGN's safe harbor statement in the slide deck, but I was unable to hear the question in full, and AMGN declined to answer it. If anyone knows what this question was, please comment. TIA
Regulus,
It looks like people are preparing to pay $1.23 in hopes they cash in on the $7 CVR. Stock is trading at $8.23 and Novartis will pay $7 tomorrow evening.
The gain would be 569% and hopefully would occur in the 2.5 - 4 year time period. I'm aboard.
We'll see
AMGN—(-6%)—reports phase-2 MariTide data at ADA:
https://finance.yahoo.com/news/results-amgens-phase-2-obesity-183100231.html
The tolerability was not great.
CC at 5:30pm ET (https://amgen2.rev.vbrick.com/#/events/62f4f75d-df09-48ad-b528-02226848fe96 ).
MY BIO/PHARMA Watchlist( and specifically Long positions)are not participating in rally, and in fact down meaningfully today :(
But is VKTX down because of [HIMS]...?
That will clearly hurt their business model
But is VKTX down because of that as well?
EXEL up on improved survival in colon cancer. The stock is up $3.5 now to $43.83 but surged to over $51 at the open.
The company tested a combination of its drug, zanzalintinib, with Roche's (RHHBY) Tecentriq. Patients given the experimental regimen showed a statistically significant improvement in overall survival compared to those given a drug called regorafenib. Bayer (BAYRY) sells regorafenib under the brand name Stivarga.
Acting CDER director Jacqueline Corrigan-Curay tells staff she’s departing in July
Top drug regulator is retiring as FDA departures mount
CDER’s Jacqueline Corrigan-Curay tells staff she’s departing in July
HIMS -32% on NVO-partnership termination:
https://www.prnewswire.com/news-releases/novo-nordisk-terminates-collaboration-with-hims--hers-health-inc-due-to-concerns-about-their-illegal-mass-compounding-and-deceptive-marketing-302488189.html
Novo Nordisk announced today that the company will no longer be working with Hims & Hers Health, Inc…
…In support of transitioning patients from knock-off compounded versions to authentic, FDA-approved Wegovy, …Novo Nordisk began collaborating with telehealth companies. Over one month into the collaboration, Hims & Hers Health, Inc. has failed to adhere to the law which prohibits mass sales of compounded drugs under the false guise of "personalization" and are disseminating deceptive marketing that put patient safety at risk.
Savvy Pick Contest #2 Deadline Friday
The deadline for the 2nd installment of the contest, will be this Friday (6/27) before the market close. Remember to get your picks in. Below is the link to the new board for the contest. Hope this helps.
https://investorshub.advfn.com/Savvy-Pick-10-Contest-2-49859
anecdotal evidence is the best sort of evidence!
I realize that it is a little Rah Rah NIH, but the take home message seemed to be that the patient had already burned through other options, and that he was very close to a potential cure/extension of his life, but they (DOGE) fired the technicians that could actually carry out the lab work required, per FDA clinical trial protocols, for the sole reason that they were under probationary status.
In other words, they got fired because they been hired (and trained) or promoted within a year of DOGE making things more efficient by getting rid of them.
The treatment delay is strictly due to trying to hire them back, if they even want to go back to the NIH, as the article mentions that many of those fired started looking for jobs elsewhere.
Yes, we could certainly save a lot more lives by making sure all children got suitable vaccines, or that people with diabetes or kidney failure got treated in a timely manner, rather than focusing on cancer.
Biowatch,
I don't understand WP's position on this. There are around 65,000 HN patients diagnosed every year with around 15,000 deaths reported. TIL cell therapy runs around $1.5 million per treatment. Would you expect that 15,000 to 20,000 patients can call the NIH and get treatment? There are many 2nd, 3rd and 4th line treatments available and is this guy not willing to proceed the normal path?
Iova is the leader in the TIL field and they are just running exploratory studies for HN.
His custom cancer therapy is_in_an NIH_freezer._He_may_not_get_it in time.
How a metastatic cancer patient became collateral damage in federal workforce cuts.
https://www.washingtonpost.com/science/2025/06/18/nih-cancer-therapy-delay-staff-cuts/
In early June, a scan revealed that the cancer that started in his tonsils was racing through his bones. That day, he called a medical team at the National Institutes of Health that had created an experimental cell therapy, custom-made to attack his cancer as part of a clinical trial. He needed it. Now.
A week later, Schlueter and his wife, Michelle, saw NIH Director Jay Bhattacharya push back on concerns raised by his own staff that the ouster of essential employees and other disruptions to the biomedical research agency were harming science and patients. Bhattacharya said on X that objections raised in a document called the Bethesda Declaration contained “fundamental misconceptions” about NIH’s new direction. Each termination was being reviewed, and some workers were reinstated, he added.
But the Schlueters had a front-row seat to the effects of the job losses. Richard’s therapy was in a freezer, nearly ready to go. All along, they had been told the final step of preparation takes three to four weeks. But on June 3, his NIH doctor informed him that it would now take eight to 10 weeks because of cuts to essential lab personnel — a painful illustration of the life-and-death stakes of the administration’s approach to shrinking the government workforce.
Instead, he received more bad news: His therapy would be delayed at least a month because of staff cuts at NIH.
… The Washington Post first reported in early April that the production of specialized immune-cell therapies for metastatic cancer patients was delayed. Two highly skilled technicians who prepared cells for treatments were fired in the probationary purge in February, according to Steven Rosenberg, an NIH immunotherapy pioneer who leads multiple trials. He declined to say how many patients were affected, but his team now treats one patient per week, down from two or three before the cuts.…
This has buyout potential written all over it, however for an oral drug I’m not so sure weekly dosing is that much of an advantage and could be a disadvantage if you’re having side effects and the drug lingers with a very long half-life
Thanks for the links. I will check them out. My point is 3500 FDA employees were abruptly fired and the new bosses are claiming approvals will speed up, which is ludicrous.
https://www.raps.org/news-and-articles/news-articles/2025/4/thousands-of-fda-staff-fired-in-latest-rif
RFK Jr. is also talking about loosening controls on stem cell treatments which is ludicrous and dangerous.
https://www.nytimes.com/2025/06/05/health/kennedy-stem-cells-experimental-treatments.html
Verdiva Bio presents data on (separate) oral agonists of GLP-1 and amylin:
https://www.businesswire.com/news/home/20250620108098/en/Verdiva-Bio-to-Present-New-Data-Highlighting-Once-Weekly-Potential-of-Its-Investigational-Oral-Obesity-Candidates-at-the-ADA-85th-Scientific-Sessions
The GLP-1 agonist, VRB-101, is in phase-1, while the amylin agonist, VRB-103, is in preclincal development. Verdiva claims that both compounds have the potential for weekly dosing.
The company is private and well funded.
NVO PR on subQ and oral Amycretin data:
https://www.globenewswire.com/news-release/2025/06/20/3102977/0/en/Novo-Nordisk-s-subcutaneous-and-oral-amycretin-data-published-in-The-Lancet-and-presented-at-ADA-2025.html
Amycretin is a dual agonist of GLP-1 and amylin.
Novo’s Latest Obesity Drug Shows 24% Weight Loss in Small Trial
By Naomi Kresge
June 20, 2025 at 7:30 PM EDT
Novo Nordisk A/S’s latest experimental obesity drug helped patients lose as much as 24.3% of their weight in a small study, showing its potential as a next-generation treatment in the hyper-competitive market.
The drug known as amycretin showed signs of improving blood sugar levels with side effects generally in line with other powerful obesity medicines, researchers said in a pair of trials published in The Lancet and due to be presented at the American Diabetes Association conference in Chicago. The 24.3% weight loss came over 36 weeks in a study of the shot version of the compound.
Read More: Obesity Drug Battle Turns Cutthroat After Novo CEO Is Pushed Out
The Danish drugmaker needs amycretin to be a success to compete against new drugs in rival Eli Lilly & Co.’s portfolio. Novo’s current blockbuster Wegovy has lost ground to Lilly’s Zepbound in the key US market, while its next-generation candidate CagriSema fell short of the company’s predictions in large studies.
https://www.bloomberg.com/news/articles/2025-06-20/novo-nordisk-s-latest-obesity-drug-shows-24-weight-loss-in-early-study?srnd=homepage-americas&sref=XLA0GJqR
How reliable is STAT? X/Twitter accuses this author of being a paid short....
Tell us how making them work on submissions BEFORE trial data is completed so they end up working on trials that fail speeds things up?
CAPR off more than 40% on this.
not knowing what has been going on internally
The ouster of the Food and Drug Administration’s chief regulator of cell and gene therapies earlier this week came immediately after a disagreement with her boss over the review of a cell therapy for Duchenne muscular dystrophy, STAT has learned.
The regulator, Nicole Verdun, had scheduled an advisory committee meeting to review the therapy developed by Capricor Therapeutics. But Vinay Prasad, director of the FDA’s Center for Biologics Evaluation and Research, was skeptical of the treatment and decided unilaterally to cancel the meeting, according to a person familiar with the matter.
TNDM’s most advanced isulin pump can be paired with ABT’s FreeStyle Libre CGM:
https://finance.yahoo.com/news/tandem-diabetes-care-announces-t-123000641.html
Deflectors on maximum. Why don’t you tell us how cutting 3,500 FDA employees then telling the remaining employees to speed up will work? Tell us how making them work on submissions BEFORE trial data is completed so they end up working on trials that fail speeds things up?
Oh, then you can tell us how firing all those employees without doing a systematic review of how their firing would improve and speed up FDA procedures and approvals.
Vin,
What does Vinny's book of facts say about how many employees they should have? Do they have too many or not enough?
Right, they cut the number of employees then expect the process to speed up. It makes me laugh. They are going to start processing data before the trial is done, which means they will be spending time and effort on trials that end up missing their end point. Talk about inefficiency and waste.
Dew,
I would believe the heavy lifting would be done after a successful trial whereas the normal company would take 3-6 months to file with the fda. Many things could be accomplished in that currently 'dead time',
I’m skeptical of how well this scenario will work in practice insofar as proposed labeling would seem to depend, at least in part, on the (pending) phase-3 dataset. Moreover, even if the nonclinical modules of a BLA/NDA are straightforward, one month for the FDA to analyze the clinical module could be insufficient for a complex dataset. Bear in mind that the FDA (unlike the EMA and other drug regulators) does not automatically accept an applicant’s clinical-data analysis, but instead conducts its own analysis of the raw clinical data.
How we plan to cut FDA drug approval time by months
Qualifying manufacturers will be able to submit some data while clinical trials are ongoing.
June 19, 2025 at 2:57 p.m. EDTToday at 2:57 p.m. EDT
By Marty Makary
For more than a century, the U.S. Food and Drug Administration has been a global leader in advancing medical cures, but in recent years, its regulatory framework has become an obstacle to innovation. Cumbersome requirements, poor communication and regulatory creep have made the United States less competitive in the global race for new drugs and treatments. Meanwhile, countries such as Australia and China, with more streamlined regulations, have become go-to destinations for clinical trials and early drug testing. The shift poses a risk not just to U.S. competitiveness but also to national security. To address it, the FDA must modernize.
That’s why I have just announced a pilot program that can slash the FDA’s drug review time from 10 to 12 months to just one to two months. The program will make use of the idle time during clinical trials — time needed to see how the drug in question performs. Instead of submitting all the data at the end of a trial, qualifying manufacturers will be able to submit most elements of the application — including manufacturing details and drug labeling — while the trial is underway. The FDA will be able to review the early data and resolve any issues with the manufacturer at that time. Once the trial concludes, final data will be submitted. Then there will be about one month of FDA review, followed by a focused, one-day meeting with FDA scientists to reach a decision. This split-submission approach is entirely feasible — as shown by its success during Operation Warp Speed at the start of the covid-19 pandemic.
https://www.washingtonpost.com/opinions/2025/06/19/faster-fda-drug-approval/
WorstLuck
I'm certainly not able to know what is better, I prefer and have followed "Gene Editing" with stocks involved in it ($CRSP for example) and think it might be the way to go (at some point) after proving that it's safe, the "Gene Therapies" seem to run into a lot of problems...
I have owned $SRPT in the past and made money in it, but I have not owned it for many years., never got the top but did sell around $100 when it dropped from $160....I very much liked the CEO Chris Garabenian (Spelling?) at that time....very open and sincere, I thought.
I am sorry for the latest death news and for those invested in it!
I followed the legal issues with Emanuelle Charpentier vs Broad and I thought she would win...I was wrong....
https://news.berkeley.edu/2025/05/12/federal-appeals-court-sends-crispr-cas9-patent-case-back-to-patent-office-for-reconsideration/#:~:text=The%20PTAB%20subsequently%20conducted%20an,CRISPR%2DCas9%20editing%20in%20eukaryotes.
Here is something for you to consider:
Bill Gates predicted AI would replace doctors in 10 years.
China just did it THIS YEAR.
Their AI outperformed real doctors by 34.1% across 40,000 patients
Cheers from the Bleachers
🤔
Verdun was opposed to the approval.
However, not knowing what has been going on internally it's hard to say whether or not the recent events pushed things to a head.
Fallout from #msg-176326241? Probably not, but the timing is curious.
Top gene therapy regulator forced out at FDA
Nicole Verdun, director of the cell and gene therapy office, has been placed on administrative leave
Nicole Verdun, director of the office that reviews cell and gene therapies at the Food and Drug Administration, and her deputy Rachael Anatol have been placed on administrative leave and escorted out of the agency, according to a recording of a meeting obtained by STAT.
Verdun had worked closely with Peter Marks, the former head of the Center for Biologics Evaluation and Research, on establishing new paths for bringing gene therapies to market, particularly in rare diseases. Marks was forced out by the Trump administration in March for his role in regulating Covid-19 vaccines.
Vin,
I guess someone who collects data and passes it on is superior in your view.
lolol
Gimme a break.
This girl was appointed to this position during the last week of Bidens term and probably hasn't had a meeting since.
Before you tell me how bad Rfk's picks are please tell me the qualities of who they are replacing.
In 13 years at the Centers for Disease Control and Prevention, Dr. Fiona Havers crafted guidance for contending with Zika virus, helped China respond to outbreaks of bird flu and guided safe burial practices for Ebola deaths in Liberia.
More recently, she was a senior adviser on vaccine policy, leading a team that produced data on hospitalizations related to Covid-19 and respiratory syncytial virus. To the select group of scientists, federal officials and advocates who study who should get immunizations and when, Dr. Havers is well known, an embodiment of the C.D.C.’s intensive data-gathering operations.
Until now, scientists at the C.D.C. gathered data on infections, hospitalizations, deaths and more, presenting the numbers to A.C.I.P. members and helping shape recommendations on the strategies needed to keep Americans healthy.
As head of the C.D.C.’s platforms for tracking hospitalizations related to Covid-19 and R.S.V., Dr. Havers oversaw analyses of data from 14 states, representing 10 percent of the U.S. population.
The research she presented informed the Food and Drug Administration’s decision to authorize Covid-19 vaccines for children in 2021. The work also helped the C.D.C.’s advisers to recommend the shots to children, adolescents and pregnant women and to prioritize doses by age and underlying medical conditions.
The data led to more than 20 peer-reviewed publications and 15 reports from the C.D.C., and it fed online dashboards that drew millions of views. Dr. Havers herself has published more than 100 papers while at the agency, including R.S.V. vaccine recommendations for adults in 2023.
Early in the pandemic, Dr. Havers designed and led a national study to estimate the prevalence of antibodies to the coronavirus among Americans, a proxy for the number of infections.
She found that the number was anywhere from two to 13 times as high as the reported rates in a given region.
At the time, the first Trump administration muffled the C.D.C.’s scientists and sidelined them in making decisions. “That was a really rough time at C.D.C.,” Dr. Havers recalled. “The last five, six months have been worse than that.”
ZEAL.CO reports 28wk data_for Dapiglutide, a_dual GLP-1/GLP-2 agonist:
https://finance.yahoo.com/news/zealand-pharma-announces-positive-topline-152900038.html
At 28 weeks, the median placebo-adjusted weight loss (n=30) was 11.4%, which compares favorably to the 8.3% figure (n=54) at 13 weeks for patients in different cohorts of the trial (#msg-175055451).
In the 28-week cohort, the dose was titrated every 4 weeks and peaked at 26mg. In the 13-week cohorts previously reported, the peak dose was 13mg (half as much as the 28-week cohort), so the enhanced weight loss at 28 weeks compared to 13 weeks is not surprising.
Safety/tolerability data:
Higher doses of dapiglutide compared to the prior 13-week Part 1 of the trial were assessed to be safe and well-tolerated in the trial, with no severe or serious treatment-emergent adverse events (TEAEs) reported. The vast majority of TEAEs were mild and the most common were gastrointestinal (GI), including nausea and vomiting. Two participants withdrew due to TEAEs, one of which was related to GI events. Overall, the number of GI events observed was consistent with clinical trials of other incretin-based therapies.
RFK Jr. is damaging US healthcare.
I don't think you are considering situations where patients are undertreated because the existing options are simply not appealing. for example GSK is going to have an every 6 month anti-IL-5 launching soon. only about 25% of asthmatics who meet criteria for biologics are treated. going from monthly to every other month to twice a year will likely push the pool who get treated up and increase the size of the pie. An oral option would be a larger paradigm shift
That said I do see your point - that often it is a zero sum game pitching one product (that may be legitimately better) at the expense of another
RFK Jr. is damaging US healthcare.
https://www.nytimes.com/2025/06/18/health/havers-cdc-vaccines-kennedy.html
In cases where there is no competition (e.g. MDGL’s Rezdiffra), the Fallacy of Composition does not apply and hence OTC advertising may be beneficial to the company in question. However, this scenario is the exception rather than the rule.
I would consider it a positive as I won’t have to see so many drug commercials.
for some products/indications this may be the case, but not for others. There are certainly patients who are underinformed and undertreated who are captured through advertisements. net net it is probably a negative IMO but I see your argument
Dew:
Half of the time these ads don't even tell the consumer what they are supposed to do! They just show fat people who have lost 35 lbs, but some have lost 46 lbs...ha ha
They often say: "Ask your doctor about x".....I don't believe they are allowed to do this in other countries and I'm glad not to see them.
Years ago lawyers were not allowed to advertise and now you see them every time you turn on the TV, especially on Judge Judy
If DTC drug_ads_are_banned,_it’ll_be bullish for_the drug/biotech sector. (The big losers would be companies such as HIMS and the cable-TV industry.)
Bullish! Drug DTC advertising is an instance of the "Fallacy of Composition." I.e. if one drug company advertises and others do not, it boosts sales; but when everybody advertises, it's a standoff that ends up raising costs for the entire sector. https://t.co/GRc3zN5prZ
— Roy Friedman (@DewDiligence) June 17, 2025
FDA to Issue New Commissioner’s National Priority Vouchers to Companies Supporting U.S. National Interests
https://www.fda.gov/news-events/press-announcements/fda-issue-new-commissioners-national-priority-vouchers-companies-supporting-us-national-interests
Today, the FDA announced its Commissioner’s National Priority Voucher program to accelerate the delivery of crucial treatments to the American public. https://t.co/WNnOhO5CC6 pic.twitter.com/TFcjm8Oyad
— U.S. FDA (@US_FDA) June 17, 2025
You can be sure he [RFKjr] won't hire top scientists and physicians.
Recent Biotech Buyouts of Publicly Traded Companies
[Added LLY-VERV.]
Table entries are in descending order of buyout premium.
Reverse-mergers are listed at the bottom.
Acquired ‡Premium *Deal iHub
Company Buyer to Market Value Date Reference
LOGC AZN 667% $70M 10/22 #msg-170099482
TBRA AGN 498% $615M 9/16 #msg-125266132
AVRX CLDA 487% $8M 10/08 #msg-33212809
GNLB GSK 465% $57M 10/08 #msg-33209281
AGRX InsudPhrm 336% $45M 6/24 #msg-174661096
DMTX RARE 396% $167M 10/17 #msg-135053781
CMPI REGN 336% $250M 4/22 #msg-168585070
MEMY Roche 319% $50M 11/08 #msg-33787598
IMDZ MRK 311% $300M 2/19 #msg-147004924
SGTX LLY 280% $35M 6/23 #msg-172236626
PRVB SNY 273% $2.9B 3/23 #msg-171430824
KDS.AS SNY 272% $360M 11/20 #msg-159250085
ANDS Roche 256% $220M 10/11 #msg-68043946
OMIC Deerfiled 254% c.v. 12/24 #msg-175571538
VIGL SNY 246% $470M 5/25 #msg-176225785
SYNB PFE 240% $10M 12/10 #msg-58221573
IDIX MRK 239% $3.85B 6/14 #msg-103051902
KOSN BMY 233% $190M 5/08 #msg-29647147
ZYNE HRMY 226% $60M 8/23 #msg-172590073
PSTX Roche 215% $1.1B 11/24 #msg-175441738
MIRO UTHR 213% $91M 10/23 #msg-173118733
TRIL PFE 204% $2.3B 8/21 #msg-165570289
ACER ZVRA 203% $15M 8/23 #msg-172730826
INZY BMRN 182% $270M 5/25 #msg-176198833
TSRO GSK 182% $5.1B 12/18 #msg-145223384
VLA.AX MRK 182% $394M 2/18 #msg-138708052
SQNM LH 182% $367M 7/16 #msg-124139335
NSPH LMNX 179% $77M 5/16 #msg-122867416
AIMT Nestlé 174% $2.6B 8/20 #msg-157987026
TCXK.PA SGMO 174% $84M 7/18 #msg-142384127
THOR SNY 172% $2.4B 12/19 #msg-152685325
MGRM LH 171% $155M 6/09 #msg-38960958
NEU.ST AMGN 169% $167M 5/19 #msg-148961436
COLY PFE 167% $165M 11/07 #msg-24600805
INHX BMY 163% $2.5B 1/12 #msg-70636307
LABP ABBV 161% $138M 3/24 #msg-174106073
CYPB Ramius 160% $255M 12/10 #msg-57780859
VTAE AGN 159% $639M 9/16 #msg-125144641
NTMD Deerfld z158% z$36M 1/09 #msg-35132470
CELL BRKR 150% $108M 8/23 #msg-172624283
ICGN PFE 150% $56M 7/11 #msg-65365128
EYE ABT 149% $2.8B 1/09 #msg-34762429
IOMI Intercell 147% $190M 5/08 #msg-29232165
DNL.L NBIX 144% $56.5M 8/22 #msg-169825867
STML Menarini 142% $623M 5/20 #msg-155412863
CPEX FCB_Hldgs 142% $77M 3/11 #msg-61326856
SCTL CoreRx 129% $139M 2/24 #msg-173944768
GEVA ALXN 136% $8.4B 5/15 #msg-113395760
BTRX Stiefel 136% $150M 6/08 #msg-30201906
LMNL Strc Alph 135% $10M 7/23 #msg-172324343
PAND MRK 134% $1.85B 2/21 #msg-162128146
ISTA Bausch&Lm 134% $500M 3/12 #msg-73708628
PTLA ALXN 132% $1.2B 5/20 #msg-155434665
SOMX PTX 127% $25M 12/12 #msg-82334111
Tepnel GPRO 126% $132M 1/09 #msg-35221710
INSV Sun_Phrma 125% $48M 9/15 #msg-116997898
ABLX SNY 123% $4.8B 1/18 #msg-138081925
TPTX BMY 122% $4.1B 6/22 #msg-169044829
ONCE Roche 122% $4.3B 2/19 #msg-147078413
CINC AZN 121% $1.3B 1/22 #msg-170897861
CYNA Sunovion 121% $624M 8/16 #msg-124897051
TTHI OPK 121% $60M 6/16 #msg-123621440
ADLR CBST 121% $190M 10/11 #msg-68264754
SGXP LLY 119% $64M 7/08 #msg-30547648
MDVN PFE k118% $4.0B 8/16 #msg-124680992
HARP MRK 118% $680M 1/24 #msg-173581189
ENCY PFE 118% $350M 2/08 #msg-26978155
CCXI AMGN 116% $3.7B 8/22 #msg-169584273
RARX UCB.BR 112% $2.1B 10/19 #msg-151624039
OPNT INDV.L 111% $110M 11/22 #msg-170443638
HZD.L PKI 110% $368M 11/20 #msg-159255066
BOLD ALPMY 110% $3.0B 12/19 #msg-152574418
RGLS NVS 108% $850M 4/25 #msg-176130831
IMMU GILD 108% $21B 9/20 #msg-158261866
ICEL Fujifilm 108% $307M 3/15 #msg-112226224
AMYT Chiesi 107% $1.25B 1/23 #msg-170892902
IMGO MRK 107% $1.4B 11/22 #msg-170504136
ARQL MRK 107% $2.7B 12/19 #msg-152684415
AMAM JNJ 105% $2.0B 1/24 #msg-173581189
RYZB BMY 105% $3.6B 12/23 #msg-173501393
TRCA IPN.PA 104% $660M 6/08 #msg-29795183
BLU GSK 103% $2.0B 4/23 #msg-171710496
GBT PFE 102% $5.4B 8/22 #msg-169612752
MRV.TO Srchlight 101% $91M 12/22
AMLN BMY 101% u$7.0B 6/12 #msg-77122453
ARNA PFE 100% $6.7B 12/21 #msg-167099213
TST.TO PLI.TO 100% $33M 8/16 #msg-124735566
HGSI GSK 99% $3.0B 7/12 #msg-77532608
FUSN AZN 97% $2.1B 3/24 #msg-174067117
ORTX KYKOY 97% $387M 19/23 #msg-172963268
CRY.TO MDT 97% $380M 9/08 #msg-32421462
CFMS restor3D 96% $18M 6/23 #msg-172198000
UROV Sumitovant 96% $681M 11/20 #msg-159462428
FTSV GILD 96% $4.9B 3/20 #msg-154105690
NVDQ SYK 96% $701M 6/17 #msg-132304937
IMGN ABBV 95% $10B 11/23 #msg-173325886
CHMA AMYT 94% $330M 5/21 #msg-163605477
BITI ACOR 94% $363M 1/16 #msg-119923883
Speedel NVS 94% $880M 7/08 #msg-30588524
HTWR MDT 93% $1.1B 6/16 #msg-123551339
MEDA.ST MYL 92% $9.9B 2/16 #msg-120456111
MNT JNJ 92% $1.1B 11/08 #msg-33879830
JUNO CELG j91% $9.0B 1/18 #msg-137859642
OCAT Astellas 91% $379M 11/15 #msg-118374922
GI BSX 90% $210M 9/16 #msg-125422608
MEDX BMY 90% $2.1B 7/09 #msg-39801273
CTIC SOBI.ST 89% $1.7B 5/23 #msg-171878780
VRUS GILD 89% $11B 11/11 #msg-69211700
AVXS NVS 88% $8.7B 4/18 #msg-139888382
AGN ACT q88% $66B 11/14 #msg-108238424
OMTH AZN 88% $260M 5/13 #msg-88349427
PNT LLY 87% $1.4B 10/23 #msg-172949338
MAKO SYK 86% $1.65B 9/13 #msg-92358712
ISO BLI 85% $58M 12/22 #msg-170759670
SIRT GSK 85% $620M 4/08 #msg-28705020
ALBO IPN.PA 84% $950M 1/22 #msg-170897349
LJPC INVA 84% $148M 7/22 #msg-169366685
ALDR LUND.CO 84% $1.95B 9/19 #msg-151154641
ZGEN BMY 84% $885M 9/10 #msg-54152162
AMBI Daiichi 83% $315M 9/14 #msg-106688411
ICPT Alfasigma 82% $870M 9/23 #msg-172898719
TRIV ELGX 81% $211M 10/15 #msg-118008485
YMI GILD 81% $510M 12/12 #msg-82377008
NGM Column Gp 80% $135M 2/24 #msg-173922864
DRNA NVO 80% $3.3B 11/21 #msg-166818260
PRVL LLY 80% $880M 12/20 #msg-160184274
TIG TAK 80% $622M 1/18 #msg-137517859
TSVT BMY 79% $102M 3/25 #msg-175911044
MORF LLY 79% $3.2B 7/24 #msg-174719164
FSTX Sino BPhrm 79% $161M 6/22 #msg-169222236
BHVN PFE 79% $11.6B 5/22 #msg-168806558
KDMN SNY 79% $1.9B 9/21 #msg-165815381
FPRX AMGN 79% $1.9B 3/21 #msg-162316864
CVRS SHL.DE 79% $1.1B 8/19 #msg-151997721
CASC SGEN 79% $614M 1/18 #msg-138145273
AKUS LLY 78% $497M 10/22 #msg-170225029
NTGN BNTX 77% $67M 1/20 #msg-153334198
ACHN ALXN 77% $700M 10/19 #msg-151730899
ATLN.VX JNJ f77% $30B 1/17 #msg-128155201
ORIDN.SW COV 77% $300M 4/12 #msg-74079493
ADMS SUPN 76% $400M 10/21 #msg-166306594
CVTX GILD 76% $1.4B 3/09 #msg-36225695
ALIM ANIP 75% $381M 6/24 #msg-174649330
DCPH Ono Pharma 75% $2.4B 4/24 #msg-174321509
RXDX MRK 75% $10.8B 4/23 #msg-171696785
ARIA TAK 75% $5.2B 1/17 #msg-127718101
CALT AsahiKasei 74% $1.1B 5/24 #msg-174499469
OLK TMO 74% $3.1B 10/23 #msg-173043188
RXDX Roche 74% $1.7B 12/17 #msg-137115144
MOVET.BR SHPG 74% $560M 8/10 #msg-52918245
IDEV ENDP 74% $370M 1/09 #msg-34592416
CERE ABBV f73% $8.7B 12/23 #msg-173374544
CPXX JAZZ 73% $1.5B 5/16 #msg-122995888
LEVP VPHM y73% y$510M 7/08 #msg-30704409
TARG MDCO 72% $42M 1/09 #msg-34774402
Ventana Roche 72% $3.4B 1/08 #msg-30912677
Jerini SHPG 71% $520M 7/08 #msg-30452872
VERV LLY 70% $1.0B 6/25 #msg-176329647
CMRX JAZZ 70% $935M 3/25 #msg-175888446
MNTA JNJ 70% $6.5B 8/20 #msg-157719675
WTX.ST ALXN 70% $855M 4/18 #msg-139951584
APNO Cell_Bio 70% $20M 9/09 #msg-43348606
TCRR ADAP 69% $80M 3/23 #msg-171370279
AAH.AX CEPH 69% $207M 2/09 #msg-35956544
GTHX Phrmacosms 68% $405M 8/24 #msg-174881002
JNCE Tang Cptl 68% $99M 3/23 #msg-171548303
CNST MOR 68% $1.7B 6/21 #msg-164153449
NITE BIIB 68% $877M 3/19 #msg-147257363
LOXO LLY 68% $8.0B 1/19 #msg-145917745
ARMO LLY 68% $1.6B 5/18 #msg-140678701
STDY UTHR 68% $216M 4/18 #msg-140410572
DDS.TO PLB.TO 68% $15M 8/11 #msg-66272770
ALPN VRTX 67% $4.9B 4/24 #msg-174214641
KDNY NVS 67% $3.2B 6/23 #msg-172110415
APEN BSX 67% $615M 11/22 #msg-170560661
CMTA IPN.PA 67% $1.31B 2/19 #msg-147078420
ALXA Gp_Ferrer 67% $20M 5/16 #msg-122522140
CKPT Sun Pharma 66% $355M 3/25 #msg-175907126
ZGNX UCB.BR 66% $1.9B 1/22 #msg-167551981
NVET ZTS 66% $85M 4/17 #msg-130461127
DRTX ACT 66% $675M 10/14 #msg-106925472
SPPI ASRT 65% $250M 4/23 #msg-171766836
LPDX LH 65% $83M 9/14 #msg-106598786
OSTE MDT 65% $123M 8/10 #msg-53410183
MDCO NVS 64% $9.0B 11/19 #msg-152458295
FCSC Castle_Crk 64% $63M 9/19 #msg-151108594
BIVV SNY 64% $11.6B 1/18 #msg-137861926
LDRH ZBH 64% $1.0B 6/17 #msg-133419822
TLCR GRFS 64% $3.4B 6/10 #msg-50961841
FACT ABT 64% $450M 3/10 #msg-47606240
Acambis SNY 64% $550M 7/08 #msg-30990498
JAV HSP 64% $141M 4/10 #msg-48881292
MSLI Norgine_BV 63% $249M 5/17 #msg-131262204
GRCL AZN 62% $1.0B 12/23 #msg-173501426
ARRY PFE 62% $11.4B 6/19 #msg-149423883
CBMX NVTA 62% $33M 7/17 #msg-133447160
NARI SYK 61% $4.9B 1/25 #msg-175629058
MOR NVS 61% $2.9B 2/24 #msg-173780339
MYOK BMY 61% $13B 10/20 #msg-158699874
Synthes JNJ 61% $21.5B 4/11 #msg-62473819
SCRX Shionogi 61% $1.4B 9/08 #msg-31859174
ITCI JNJ 60% $14.6B 1/25 #msg-175655811
APGN PYXS 60% $16M 5/23 #msg-171981599
SHPG TAK 60% $62.1B 5/18 #msg-140610505
XNPT Arbor_Phrm 60% $487M 5/16 #msg-122847495
BRLI OPK 60% $1.5B 6/15 #msg-114296569
MAPP AGN 60% $958M 1/13 #msg-83696395
BFRM Merz 60% $253M 1/10 #msg-45071380
RETA BIIB 39% $7.3B 7/23 #msg-172456806
RLYP Galenica 59% $1.53B 7/16 #msg-124014245
CXS.AX CEPH 59% $163M 3/11 #msg-61453144
CRXL JNJ 58% $2.4B 12/10 #msg-55228522
PFNX LGND 57% $438M 8/20 #msg-157515236
VOLC PHG 57% $1.0B 12/14 #msg-109142343
MEDS XON 57% $26M 12/13 #msg-95175483
AVDR GKOS 56% $480M 8/19 #msg-150387068
OMPI VRX 56% $360M 3/13 #msg-86381607
BMTI WMGI 56% $380M 12/12 #msg-81626598
MTXX HIG_Captl 56% $75M 12/10 #msg-57778844
ASPM COV 56% $210M 9/09 #msg-43348479
ANAC PFE 55% $5.2B 5/16 #msg-122659881
RNA BMRN 55% $840M 11/14 #msg-108456369
AUXL ENDP 55% $2.6B 10/14 #msg-107031514
OSIP Astellas 55% $4.0B 5/10 #msg-50234451
IDMI TAK 55% $75M 5/09 #msg-37898204
LBPH HLUN-B.CO 54% $2.5B 10/24 #msg-175224534
COLL BDSI 54% $604M 2/22 #msg-167875055
VEC.L PM 54% $1.5B 8/21 #msg-165430280
CELG BMY 54% $74B 1/19 #msg-145844551
ECYT NVS 54% $2.1B 10/18 #msg-144295734
CPHD DHR 54% $4.0B 9/16 #msg-124976329
GNOM BGI-Shnzhn 54% $118M 9/12 #msg-79636464
RDEA AZN 54% $1.3B 4/12 #msg-74706626
BSMD MMSI 54% $96M 5/10 #msg-50161877
ATSI MDT 54% $370M 4/10 #msg-49617936
ALO KG 54% $1.6B 11/08 #msg-33763449
ABGX AMGN 54% $2.2B 12/05 #msg-8876857
KRTX BMY 53% $14B 12/23 #msg-173484423
EPZM IPN.PA 53% $247M 6/22 #msg-169252695
VIE HZNP 53% $2.67B 2/21 #msg-161376573
MEDI AZN 53% $15.2B 4/07 #msg-19020387
MLNM TAK 53% $8.8B 4/08 #msg-28365383
ALLK Tang Captl 52% $33M 4/25 #msg-176009641
AMRI Crlyl/GTCR 52% $922M 6/17 #msg-131937504
AFFX TMO 52% $1.3B 1/16 #msg-119712743
TRBN EBS 52% $97M 8/10 #msg-53271836
SYNO BAX 52% $260M 12/11 #msg-69906294
PCOP LGND 52% $75M 9/08 #msg-32404474
FRLN SYNC.L 51% $28M 11/23 #msg-173279258
ABMD JNJ 51% $17B 11/22 #msg-170339688
VIFN.SW CSL.AX 51% $12B 12/21 #msg-167114255
RPBIF OrbiMed 51% $11.1M 6/16 #msg-126868605
NPSP SHPG 51% $5.2B 1/15 #msg-109811213
CLZR ELOS 51% $65M 9/09 #msg-41293512
OMRI JNJ 51% $465M 11/08 #msg-33762745
IMCL LLY 51% $6.5B 10/08 #msg-32662830
OPTN Paratek 50% $330M 3/25 #msg-175951646
QSAM TLX.AX 50% $33M 2/24 #msg-173807713
CSII ABT 50% $890M 2/23 #msg-171160898
MYOV Sumitomo 50% $2.9B 10/22 #msg-170268877
ETTX INVA 50% $113M 5/22 #msg-168944440
ATRS HALO 50% $960M 4/22 #msg-168533921
ITMR Zoll Mdcl 50% $538M 9/21 #msg-165885593
GWPH JAZZ 50% $6.7B 2/21 #msg-161448011
CORI Gurnet_Pnt 50% $504M 10/18 #msg-144156114
ENTL SYK 50% $662M 12/17 #msg-136714935
PSTX SYK 50% $120M 1/14 #msg-95510779
MYOG GILD 50% $2.5B 10/06 #msg-13712121
MIL Merck_KGaA 50% $7.2B 3/10 #msg-47249493
CRGN CLDX 50% $40M 5/09 #msg-38262967
TNOX DNA 50% $919M 11/06 #msg-14673162
FMTX NVO 49% $1.1B 9/22 #msg-169846707
OCRX MNK 49% $75M 11/17 #msg-135889221
MRNS Immedica 48% $151M 12/24 #msg-175595432
HZNP AMGN 48% $28B 12/22 #msg-170671017
WMGI SYK 48% $5.4B 11/19 #msg-152075660
SURG VRX 48% $166M 9/15 #msg-116690920
ZY DNA 47% $300M 7/22 #msg-169486788
AAAP NVS 47% $3.9B 10/17 #msg-168310103
FLXN PCRX 47% $428M 10/21 #msg-166306397
CBM Permira 47% $2.4B 8/19 #msg-150386649
KIN ELAN 46% $440M 6/21 #msg-164417443
AMAG Covis_Grp 46% $647M 10/20 #msg-158641344
BEC DHR 46% $6.8B 2/11 #msg-59624646
PHRM CELG 46% $2.9B 11/07 #msg-24645394
ALXN AZN 45% $39B 12/20 #msg-160128002
AGN ABBV 45% $65B 6/19 #msg-149577810
ROCM BCR 45% $262M 9/13 #msg-91684202
TYME SYRS 44% $70M 7/22 #msg-169317107
BSTC ENDP 44% $540M 10/20 #msg-158976969
AAAP NVS 44% $3.9B 10/17 #msg-135797034
GNVC XON 44% $14.2M 1/17 #msg-128087921
ICVX AZN 43% $800M 12/23 #msg-173410902
DBTX REGN 43% $109M 8/23 #msg-172552134
VECT IRWD 43% $1.0B 5/23 #msg-171960647
AVEO LG Chem 43% $566M 10/22 #msg-170225142
GNMK Roche 43% $1.8B 3/21 #msg-162557955
SNMX Firmenich 43% $72M 9/18 #msg-143614780
RPRX AGN 43% $27M 12/17 #msg-136820335
DICE LLY 42% $2.4B 6/23 #msg-172170829
SGEN PFE 42% $43B 3/23 #msg-171430587
AGTC SYNC.L 42% $24M 10/22 #msg-170272356
ZSPH AZN 42% $2.7B 11/15 #msg-118292261
ASPX TEVA 42% $3.2B 3/15 #msg-112224762
CALP PKI 42% $600M 9/11 #msg-66915400
BRL TEVA 42% $9.0B 7/08 #msg-30792830
PRTK Gurnet Pt 41% $330M 6/23 #msg-172070130
EIDX BBIO 41% $2.9B 10/20 #msg-158699182
AST BTX 41% $85M 11/18 #msg-144764100
VITA SYK 41% $320M 5/11 #msg-63178312
AGAM STJ 41% $1.3B 10/10 #msg-55673504
MNLO FOMX 40% $180M 11/19 #msg-152208625
DSCI IART 40% $204M 1/17 #msg-127779613
SGNT Nichi-Iko 40% $736M 7/16 #msg-123792475
PATH TEVA 40% s$144M 1/14 #msg-96147237
SLTM VRX 40% $236M 12/13 #msg-95003986
KG PFE 40% $3.6B 10/10 #msg-55425514
STSA Shin Nippn 39% $30M 4/23 #msg-171700091
SRRA GSK 39% $1.9B 4/22 #msg-168533694
PCYC ABBV n39% $21B 3/15 #msg-111425234
SYR.L STE 39% $1.9B 10/14 #msg-107152734
HSP PFE 39% $17B 2/15 #msg-110577169
MRX VRX 39% $2.6B 9/12 #msg-79186818
CEPH TEVA 39% $6.8B 5/11 #msg-62636692
ORCH LH 39% $85M 4/11 #msg-61801828
MOGN Eisai 39% $3.9B 12/07 #msg-25163775
SPNE OFIX 38% $306M 10/22 #msg-170165454
PETX ELAN 38% $231M 4/17 #msg-148466146
ALR ABT 38% $7.9B 4/17 #msg-130492505
BXLT SHPG 38% $32B 1/16 #msg-119743932
ITMN Roche 38% $8.3B 8/14 #msg-105603127
SNTS SLXP 38% $2.6B 11/13 #msg-93839578
ONXX AMGN 38% $9.7B 8/13 #msg-91383118
LIFE TMO 38% $15.6B 4/13 #msg-86836458
DUSA Sun_Pharma 38% $230M 11/12 #msg-81273572
MYX.AX Cosette Ph 37% $430M 2/25 #msg-175837513
AERI ALC 37% $770M 8/22 #msg-169759599
TTPH LJPC 37% $43M 6/20 #msg-156488296
BTG.L BSX 37% $4.2B 11/18 #msg-145001575
STJ ABT 37% $30.7B 4/16 #msg-122251293
CBST MRK 37% $9.5B 12/14 #msg-108853418
SIAL Merck_KGaA 37% $17B 9/14 #msg-106484466
PRX TPG_(prvt) 37% $1.9B 7/12 #msg-77533202
MTOX LH 37% $240M 6/12 #msg-76240732
GENZ SNY v37% v$20.1B 2/11 #msg-59975091
DOVA SOBI.ST 36% $810M 9/19 #msg-151425501
MRTX BMY 35% $4.8B 10/23 #msg-172983547
SURF CHRS 35% $40M 6/23 #msg-172154287
SOBI.ST Advent/GIC 35% $8.0B 9/21 #msg-165744197
CORV Advance_Ph 35% $76M 3/20 #msg-154356839
PTHN TMO 35% $7.2B 5/17 #msg-131355584
DYAX SHPG 35% $5.9B 11/15 #msg-118164544
MATK Royal_DSM 35% $1.1B 12/10 #msg-57987049
CVAC BNTX 34% $1.25B 6/25 #msg-176311692
MITO Mrngsd Vnt 34% $27M 8/22 #msg-169552098
NEOS AYTU 34% $45M 12/20 #msg-160066262
WCRX ACT 34% $8.5B 5/13 #msg-88088454
AMMD ENDP 34% $2.9B 4/11 #msg-61948007
CLRT GE 34% $580M 10/10 #msg-55864640
SGP MRK 34% $41B 3/09 #msg-36140327
HTRN ENDP 34% $223M 5/10 #msg-49838813
CLCD LLY 33% $960M 1/17 #msg-127941157
AKGZF Bayer 33% $2.9B 12/13 #msg-95174198
KNSY Royal_DSM 33% $360M 5/12 #msg-75204020
MITI AMGN 33% $1.16B 1/12 #msg-71341339
OYST VTRS 32% $300M 11/22 #msg-170389075
JNP CTLT 32% $140M 7/18 #msg-141961886
CVD LH 32% $5.6B 11/14 #msg-107784169
SMTS COV 32% $250M 6/10 #msg-51344183
EXAC TPG_(prvt) 31% $625M 10/17 #msg-135627315
TOMO ARAY 31% $277M 3/11 #msg-60697854
TBIO SNY 30% $3.2B 8/21 #msg-165242244
PRAH ICLR 30% $12B 2/21 #msg-162100993
NXTM FMS 30% $2.0B 8/17 #msg-133627112
THOR STJ 30% $3.4B 7/15 #msg-115599422
PPD(I) CarlyleGrp 30% $3.9B 10/11 #msg-67625255
OctoPlus RDY 30% $35M 10/12 #msg-80752228
CGPI Galderma 30% $420M 2/08 #msg-28286522
NTUS ArchiMed 29% $1.2B 4/22 #msg-168574161
XLRN MRK 29% $11.5B 9/21 #msg-166156870
IVTY SYK 29% $190M 9/18 #msg-143493139
FMI Roche 29% h$2.4B 6/18 #msg-141630144
COV MDT 29% $42.9B 6/14 #msg-103352775
CHTP Lundbeck 29% $530M 5/14 #msg-101687352
WYE PFE 29% $68B 1/09 #msg-35077617
APPX Fresenius 29% $940M 7/08 #msg-30498388
KITE GILD 29% $11.9B 8/17 #msg-134179317
BPMC SNY 28% $9.1B 6/25 #msg-176263786
GTKX.PA CALT 28% $38M 8/20 #msg-157592686
PRXL Pamplona 28% $4.6B 6/17 #msg-132330332
INNL Gurnet_Pt 28% $53M 4/17 #msg-130210863
CYNO HOLX 28% $1.44B 2/17 #msg-128697104
CRA DGX 28% $330M 3/11 #msg-61103240
SEPR Dainippon 28% $2.6B 9/09 #msg-41143301
SAGE SUPN 27% $561M 6/25 #msg-176326268
CBAY GILD 27% $4.3B 2/24 #msg-173827237
NVCN SWAV 27% $199M 1/23 #msg-170962426
OXFD PKI 27% $600M 1/21 #msg-160749373
HEMA CRL 27% $380M 12/19 #msg-152826703
SPNC PHG 27% $2.16B 6/17 #msg-132563070
QCOR MNK 27% $5.6B 4/14 #msg-100144844
CNJ.TO EBS 27% $222M 12/13 #msg-94886880
GIVN COV 27% $860M 12/13 #msg-94759019
VPHM SHPG 27% $4.2B 11/13 #msg-93924184
ASTX Otsuka 27% $886M 9/13 #msg-91706292
ALTH SPPI 27% $108M 4/12 #msg-74081029
GXDX NVS 27% $330M 1/11 #msg-59092015
SOLY ABBV 26% $550M 5/21 #msg-163706786
KTWO SYK 26% $1.4B 8/18 #msg-143281972
LBMH BCR 26% $181M 11/15 #msg-118658269
CFN BD 26% $12.2B 10/14 #msg-106924866
CADX MNK 26% $1.3B 2/14 #msg-97103062
ISPH MRK 26% $430M 4/11 #msg-61724403
Zentiva SNY 26% $2.6B 9/08 #msg-32327005
AMTI CYTH 25% $11M 12/23 #msg-173513038
CEMI ALBIO.PA 25% $17.2M 1/23 #msg-171085285
KARO.ST EQT_VIII 25% $650M 10/18 #msg-144517455
BCR BDX 25% $24B 4/17 #msg-130730335
SLXP VRX p25% $15.9B 3/15 #msg-111768607
FRX ACT 25% $25B 2/14 #msg-97422529
ICOS LLY 25% $2.3B 12/06 #msg-15623908
SLRN ALMS 24% $240M 2/25 #msg-175772515
PPD TMO 24% $20.9B 4/21 #msg-163201848
VAR SHL.DE 24% $16.4B 8/20 #msg-157315433
KYTH AGN 24% $2.1B 6/15 #msg-114667193
HITK AKRX 24% $540M 8/13 #msg-91428592
ZOLL AsahiKasei 24% $2.2B 3/12 #msg-73194976
RCOR RCKT 23% $53M 9/22 #msg-169991990
LMNX DIA.MI 23% $1.8B 4/21 #msg-163126009
ISEE Astellas 22% $5.9B 5/23 #msg-171807035
ALMED.PA MDT 22% $160M 7/20 #msg-156929697
Noven Hisamitsu 22% $428M 7/09 #msg-39515681
RPTP HZNP 21% $800M 9/16 #msg-125097197
DNEX TMO 21% $2.1B 12/10 #msg-57686719
EQRX RVMD 20% $1.1B 8/23 #msg-172491486
PLB.TO ENDP 20% $74M 11/13 #msg-93718507
CPTS Bayer 20% $1.1B 4/13 #msg-87353545
PBTH OPK 20% $480M 4/13 #msg-87185863
GPRO HOLX 20% $3.7B 4/12 #msg-74999864
FURX FRX 19% $1.1B 4/14 #msg-101191792
CLDA FRX 19% $1.2B 2/11 #msg-60171753
PPCO ENDP 19% $168M 8/10 #msg-53137069
EVVV COV 19% $2.6B 6/10 #msg-50797343
ELEV Tang Captl 18% $26M 6/25 #msg-176293584
RCPT CELG 18% $7.2B 7/15 #msg-115406201
SWTX MRK.DE 17% $3.4B 4/25 #msg-176120502
SWAV JNJ 17% $12.5B 4/24 #msg-174182514
CTLT NVO Hldngs 17% $11.5B 2/24 #msg-173773953
RAIN Pathos AI 17% c.v. 12/23 #msg-173423820
PRDS MediPac 17% c.v. 7/23 #msg-172362079
MSON BVS 17% $518M 7/21 #msg-166521465
BEAT PHG 17% $2.8B 12/20 #msg-160299656
NDRM Mitsubishi 17% $1.1B 7/17 #msg-133239153
KCI Apax_Prts 17% $6.3B 7/11 #msg-65162696
ABII CELG 17% $2.9B 6/10 #msg-51844360
ACL NVS x17% x$49.7B 1/10 #msg-45072999
CNCE Sun Pharma 16% $580M 1/23 #msg-170981214
MZOR MDT 16% $1.64B 9/18 #msg-143696059
VER.L LGND 16% $43M 8/18 #msg-142795933
ABAX ZTS 16% $2.0B 5/18 #msg-140837816
AEGR QLTI m16% $45M 6/16 #msg-123312384
KMNS XIO_Grp 16% $510M 6/15 #msg-114711266
PRXN.L Upshr-Smth 16% $350M 6/12 #msg-76556065
CGRB JNJ 16% $970M 5/09 #msg-38039851
DNA Roche 16% w$46.8B 3/09 #msg-36224175
XENT MDT 15% $1.1B 8/21 #msg-165323285
SCMP MNK 15% $1.2B 12/17 #msg-137177653
TSRX CBST 15% $707M 7/13 #msg-90492857
ARI.TO Roche 15% $190M 7/08 #msg-30904056
EMIS NVO 14% $1.8B 11/20 #msg-159336565
ZLTQ AGN 14% $2.48B 2/17 #msg-128649430
FEIC TMO 14% $4.2B 5/16 #msg-122953139
SENO BCR 14% $213M 5/10 #msg-49838776
SBBP XERS 13% $267M 5/21 #msg-163992064
PGNX LNTH 13% $440M 2/20 #msg-153933488
AVNR Otsuka 13% $3.5B 12/14 #msg-108677894
RDUS Gurnet Pt 12% $890M 6/22 #msg-169222128
SCLN GL_Capital 11% $605M 6/17 #msg-132004673
WX prvt_grp 11% $3.3B 8/15 #msg-116208102
ELN PRGO 11% $6.7B 7/13 #msg-90418077
PRNB SNY 10% $3.36B 8/20 #msg-157669162
EXAI RXRX 9% $350M 8/24 #msg-174886820
TGX Juniper 9% $52M 8/13 #msg-90677660
EURX Axcan 9% $583M 12/10 #msg-57543845
LUMO DoublePtVnt 8% $38M 10/24 #msg-175276246
KNTE XOMA 8% $120M 2/24 #msg-173861156
HPTX HZNP 8% $1.1B 3/15 #msg-112225598
PMTI CYNO 8% $294M 3/13 #msg-85810217
TWTI HOLX 7% $580M 6/08 #msg-29877950
ARTC SN.L 6% $1.7B 2/14 #msg-96750072
CEGE BPAX 6% $38M 6/09 #msg-39163410
MEND JNJ 6% $480M 7/10 #msg-52176337
RVNC Crown Labs e5% $600M 12/24 #msg-175499844
THRX Tang Cptl 5% c.v. 12/23 #msg-173484642
GHDX EXAS 5% $2.8B 7/19 #msg-150192700
ELOS Apax_Prtns 4% $397M 4/17 #msg-130128751
PRON.OL BASF 4% $844M 12/12 #msg-81711876
ABCM DHR 3% $5.7B 8/23 #msg-172703284
DERM LLY 2% $1.1B 1/20 #msg-153222680
GENT JAZZ 2% $1.0B 12/13 #msg-95143526
OSIR SNN 1% $660M 3/19 #msg-147467838
RLM EPIX (3%) $22M 5/19 #msg-148855792
CRTX Chiesi (3%) t$106M 9/13 #msg-92046498
VXGN OXGN (4%) $33M 10/09 #msg-42578130
LNSR ALC (5%) $336M 3/25 #msg-175967653
AVGN MNOV (7%) $38M 8/09 #msg-40769841
VRX BVF (7%) $3.9B 6/10 #msg-51505172
VELO.CO Asahi (9%) $1.3B 11/19 #msg-153256195
GNMX CERC (11%) $16M 12/19 #msg-152639293
KERX AKBA (13%) $475M 6/18 #msg-141859230
OPTR CBST (19%) $535M 7/13 #msg-90492857
ACPH.BR EGRX (30%) $104M 3/22 #msg-168352276
DPLO UNH (31%) $300M 12/19 #msg-152689666
KRON Tang Cp (36%) $35M 5/25 #msg-176137922
BLUE Carlyle (57%) $30M 2/25 #msg-175838971
MRLB SIEN (78%) $20M 6/17 #msg-132114929
TLON SPPI ‡(85%) ‡$11M 7/13 #msg-90020541
SLRX Decoy ® ® 1/25 #msg-175656867
IKNA IMA ® ® 12/24 #msg-175571299
CARA TVRD ® ® 12/24 #msg-175547530
PULM Cullgen ® ® 11/24 #msg-175377551
ALVR KLRS ® ® 11/24 #msg-175352982
AVTE JBIO ® ® 10/24 #msg-175313775
GLYC Crescent ® ® 10/24 #msg-175304644
OCUP IRD ® ® 10/24 #msg-175272461
VIRI DWTX ® ® 10/24 #msg-175192608
NLSP KDST.TA ® ® 7/24 #msg-174829401
PIRS PVLA ® ® 7/24 #msg-174802912
RSLS HIND ® ® 7/24 #msg-174727695
RPHM OKUR ® ® 5/24 #msg-174406669
KTRA HURA ® ® 4/24 #msg-174166810
ABIO ORKA ® ® 4/24 #msg-174165127
ONTX TRAW ® ® 4/24 #msg-174158771
FWBI ENTO ® ® 3/24 #msg-174432766
AVRO TECX ® ® 1/24 #msg-173735605
FIXX QTTB ® ® 11/13 #msg-173237730
GRPH LENZ ® ® 11/23 #msg-173227879
SELB RNAC ® ® 11/23 #msg-173210464
INVO NAYA ® ® 10/23 #msg-173075987
ADXS Biosight ® ® 7/23 #msg-172456806
NLTX NGNE ® ® 7/23 #msg-172374206
FREQ KRRO ® ® 7/23 #msg-172338919
TALS TRML ® ® 6/23 #msg-172187751
IMNM Morphimmune ® ® 6/23 #msg-172242569
NANOV.OL Thor Med ® ® 6/23 #msg-172098515
MGTA DNTH ® ® 5/23 #msg-171829261
DFFN CRVO ® ® 3/23 #msg-171578139
ADMP DMK Pharma ® ® 2/23 #msg-171314445
VBLT NTBL ® ® 2/23 #msg-171281477
ANGN ELTX ® ® 1/23 #msg-170962134
VLON GRI ® ® 12/22 #msg-170687186
GRAY CALC ® ® 11/22 #msg-170512654
ADXS Ayala ®g ® 10/22 #msg-170233693
IMRA ELVN ® ® 10/22 #msg-170192000
RMED VTAK ® ® 9/22 #msg-170581567
SESN CARM ® ® 9/22 #msg-170005327
GMTX IRON ® ® 8/22 #msg-169638662
SBTX SPRY ® ® 7/22 #msg-169465202
YMTX KA ® ® 6/22 #msg-169066703
CLBS LSTA ® ® 4/22 #msg-168674675
EYES VANI ® ® 2/22 #msg-167798986
POLN.SW SPEX.SW ® ® 12/21 #msg-167295474
AZRX FWBI ® ® 9/21 #msg-165885811
EARS CYTO ® ® 6/21 #msg-164184643
ARPO AADI ® ® 5/21 #msg-163841604
MLND TPST ® ® 3/21 #msg-162851398
APOP Quoin_Phrm ® ® 3/21 #msg-162798374
NTEC INDP ® ® 3/21 #msg-162565942
OBLN RSLS ® ® 1/21 #msg-161068114
NK IBRX ® ® 12/20 #msg-160358069
SNCA PALI ® ® 12/20 #msg-160265342
ANCN CMMB ® ® 12/20 #msg-160187408
SNSS VIRX ® ® 11/20 #msg-159786611
AKER MYMD ® ® 11/20 #msg-159445834
CBLI STAB ® ® 10/20 #msg-158993566
PTI YMTX ® ® 8/20 #msg-157833849
CGIX VYNT ® ® 8/20 #msg-157834952
ARYBU CERE ® ® 7/20 #msg-157265361
SBPH FSTX ® ® 7/20 #msg-157245800
UMRX Kiq_LLC ® ® 7/20 #msg-156717827
REXN OCUP ® ® 6/20 #msg-156362145
ADRO KDNY ® ® 6/20 #msg-155991705
NTRP PTPI ® ® 5/20 #msg-155701445
TORC ACET ® ® 4/20 #msg-155341382
ARYA IMTX ® ® 3/20 #msg-155937184
TOCA FBRX ® ® 2/20 #msg-153935298
BPMX TMBR ® ® 1/20 #msg-153535078
CNAT HSTO ® ® 1/20 #msg-153532517
RTTR QLGN ® ® 1/20 #msg-153405835
ZFGN LRMR ® ® 12/19 #msg-152862497
NLNK LUMP ® ® 9/19 #msg-151442042
PRTO TARA ® ® 9/19 #msg-151308631
OPGN CURE.AS ® ® 9/19 #msg-150924660
AQXP NLTX ® ® 8/19 #msg-150347293
GEMP NRBO ® ® 7/19 #msg-150120289
MYND EMMA ® ® 7/19 #msg-150069355
CHAC PHGE ® ® 7/19 #msg-150003368
VICL BBI ® ® 6/19 #msg-149171531
ALQA ADYX ® ® 4/19 #msg-148356921
MATN OTLC ® ® 4/19 #msg-148312861
HSGX OCGN ® ® 4/19 #msg-148102776
VTL IMUX ® ® 4/19 #msg-148027472
SBOT EDSA ® ® 3/19 #msg-147384278
GTXI ONCT ® ® 3/19 #msg-147349916
FLKS SLRX ® ® 1/19 #msg-145871960
APHB ARMP ® ® 1/19 #msg-145870884
OHRP NBSE ® ® 1/19 #msg-145848413
OMED MREO ® ® 12/18 #msg-145273044
ASNS XFOR ® ® 11/18 #msg-145105702
EDGE PDSB ® ® 11/18 #msg-145087200
ORPN ENLV ® ® 11/18 #msg-144993741
OVAS MLND ® ® 8/18 #msg-142796422
APRI SEEL ® ® 7/18 #msg-142554689
TPIV MRKR ® ® 6/18 #msg-141234250
VSAR ARAV ® ® 6/18 #msg-141288246
PSDV EYPT ® ® 4/18 #msg-139636450
DDRT ENOB ® ® 2/18 #msg-155616042
SVON ELOX ® ® 12/17 #msg-137129259
AVIR VXRT ® ® 10/17 #msg-135798068
NEOT EVFM ® ® 10/17 #msg-135475699
IPXL AMRX ® ® 10/17 #msg-135476435
HUWX PCSA ® ® 10/17 #msg-135169711
ADHD ARCT ® ® 9/17 #msg-134959115
ITEK RCKT ® ® 9/17 #msg-134563146
OXIS GTBP ® ® 8/17 #msg-133992461
CEMP MLNT ® ® 8/17 #msg-133699889
GALE SLS ® ® 8/17 #msg-133668985
AEPP ONCX ® ® 8/17 #msg-133655781
MDSI INNT ® ® 7/17 #msg-138124228
OPXA ACER ® ® 7/17 #msg-132682989
MIRN SYBX ® ® 5/17 #msg-131394212
NVLS ALPN ® ® 4/17 #msg-130583796
CERU DARE ® ® 3/17 #msg-129681349
THLD MTEM ® ® 3/17 #msg-129612892
JAGX Napo_Pharma ® ® 2/17 #msg-133472369
PIP ALT ® ® 1/17 #msg-127979048
MSTX SVRA ® ® 1/17 #msg-127699319
OGXI ACHV ® ® 1/17 #msg-127671152
GTCL.PA GKTX.PA ® ® 12/16 #msg-127378262
DPRX PLXP ® ® 12/16 #msg-127377082
TKAI OTIC ® ® 12/16 #msg-127360808
COOL PTE ® ® 12/16 #msg-127170327
MRNA IthenaPhrma ® ® 11/16 #msg-126593922
SGNL MGEN ® ® 11/16 #msg-126214730
TBIO PRPO ® ® 10/16 #msg-125767889
EBIO Viventia ® ® 9/16 #msg-125325110
LPTN APEN ® ® 9/16 #msg-125044826
MCUR LPTX ® ® 8/16 #msg-124830007
STEM MBOT ® ® 8/16 #msg-124542946
CBYL KALV ® ® 6/16 #msg-123315137
AAVL Annapurna ® ® 5/16 #msg-122582472
BIOD ALBO ® ® 5/16 #msg-122880969
SNTA MDGL ® ® 4/16 #msg-121919321
APPY Strand_LS ® ® 1/16 #msg-120095130
RESX DFFN ® ® 1/16 #msg-119714298
CLDN EIGR ® ® 11/15 #msg-118623913
VBI SVACF ® ® 10/15 #msg-120043416
CLTX Volution ® ® 7/15 #msg-115354702
RTGN PULM ® ® 6/15 #msg-114559267
TBUFF POZN ® ® 6/15 #msg-114404029
DARA MTPH.L ® ® 6/15 #msg-114299115
TRGT CBIO ® ® 3/15 #msg-111461780
RGDO TBRA ® ® 1/15 #msg-109912303
TKMR ABUS ® ® 1/15 #msg-109820030
TSPT PRTK ® ® 7/14 #msg-103895855
VTUS ASMB ® ® 5/14 PR link
TELK MBVX ® ® 5/14 #msg-101987443
ZLCS EPRS ® ® 4/14 #msg-100707725
NABI Biota ® ® 11/12 #msg-81312718
TRMS GEVA ® ® 6/11 #msg-64249161
VSGN IPC ® ® 8/09 #msg-40603745
PGLA Avexa ® ® 12/08 #msg-34341452
NUVO ABIO ® ® 9/08 #msg-32420015
NOVC TSPT ® ® 9/08 #msg-31869987
SNUS OGXI ® ® 5/08 #msg-29604972
‡ Relative to “unaffected” share price in cases where
a buyout offer or auction was made public; excludes
CVRs unless otherwise specified.
* Adjusted for cash/debt on acquired company’s balance
sheet; excludes CVRs unless otherwise specified.
® Reverse merger; premium not calculable.
c.v. No premium to cash value of acquired company.
e Premium relative to “unaffected” closing price on 8/8/24; EV of $600M based on 107M diluted shares and $270M of net debt.
f Premium relative to “unaffected” closing price on 12/1/23.
g Merged co named Ayala but trades under ADXS symbol.
h For 43% of company not already owned.
j Relative to “unaffected” closing price on 1/16/18.
k Premium relative to 3/30/16 close.
m Merged company to be named Novelion.
n Premium relative to 2/24/15 (before leak of buyout bidding war).
p Premium relative to 8/18/14 (before speculation re AGN takeover).
q Premium relative to 4/10/14 (before Pershing Sq accumulation). After the merger, Actavis (ACT) renamed itself Allergan (AGN).
s Premium excludes contingent fees and is calculated from
12/13/13 close, the day before ENDP offer.
t For 42% of company not already owned.
u Includes $1.7B assumption of debt; premium relative to
3/27/12 close, when Bloomberg reported BMY bid. AZN pays
BMY $3.4B to put AMLN’s portfolio into 50/50 JV.
v Excluding CVR of $4-14/sh; premium relative to 7/22/10 close.
w For 44% of DNA not already owned.
x Price includes entire deal in three stages; 17% premium is the
blended avg price of NVS’ purchases ($164) relative to ACL’s market
price 4/4/08 immediately prior to announcement of first stage of deal.
y Includes $0.45/sh of contingent payments.
z Liquidated by Deerfield following failed merger with Archemix.
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Biotech Values is a forum for discussing
all facets of biotech investing with an emphasis
on fundamental analysis and avoiding scams.
We generally do not discuss microcap stocks.
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