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Re: DewDiligence post# 217514

Tuesday, 02/27/2018 2:07:28 PM

Tuesday, February 27, 2018 2:07:28 PM

Post# of 257472
PFE M&A I/O

Interesting they mention the NKTR deal as part of the reason Pfizer may be more interested. Not being a BMY shareholder I'd like them to stay independent at least a while longer. One never knows how an acquirer will treat the assets (partnerships in particular) and I'm quite happy with the pace at which BMY is moving. As an aside (and to bladerunner1717 next post) BMY has 2 big deals with CTMX. If the technology pans out (less off-target effect) it would be something to see them combine the CTLA-4, either there PD-L1 or PD-1 (neither of which are partnered with BMY) and NKTR-214.

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