Versartis, Inc. (VSAR)

[BluSkies]

We believe the large size of the market, its current fragmentation with many large pharma players, and the introduction of a new extended-release technology will set Versartis up to be an attractive takeover target in the future. Given that Novo Nordisk (manufacturer of norditropin) and Pfizer (manufacturer of genotropin) both have next generation, long-acting GH product candidates, the remaining companies in the space will likely be actively looking for their own long-acting GH product to maintain some market share. Therefore, Eli Lilly, Sandoz, Merck KGaA, or Roche seem more likely buyers should somavaratan prove successful.

https://www.google.com/amp/s/seekingalpha.com/amp/article/4107627-versartis-expect-growth-ahead