Assuming Javitt's comment about merging with a NYSE company means a current NYSE company and not a future one, (ie: Relief), I think I've found a likely candidate after crawling down rabbit hole after rabbit hole for days. Admittedly only looking at current NYSE companies that are connected to Javitt or more importantly GEM.
Bausch Health (BHC) is a current NYSE company, and is listed in Gem's current portfolio under their previous name ICN Pharmaceuticals Inc. Well, they were ICN, then changed their name to Valeant, then Bausch Health. What caught my eye was a couple of things that may/may not be material:
1. Bausch's former name (ICN) is currently listed in Gem's portfolio.
2. Bausch is a huge global Pharma co. that likes to acquire other up and coming small cap pharmas. That's actually how they got their name after Valeant acquired Bausch and Lomb for 8.7b and thought the Bausch name garnered more respect after having a little bit of controversy selling their drugs for too much.
3. Bausch is obviously a big ophthalmology oriented company (Javitt's profession), but has tons and tons of drugs in it's pipeline (I stopped counting at 20)
4. With Javitt's work in Ophthalmology, he undoubtedly has a lot of experience with Bausch and their products.
5. In 2011 they acquired PharmaSwiss.
6. Over the last 20 yrs they have mostly grown to a behemoth by acquiring up and coming small caps and using their worldwide operations to increase sales of these drugs/products.
All in all, none of these facts seem important alone, but seeing a lot of coincidences and things popping up, has me keeping my eye on them for any more clues. I don't have to tell you how lucrative it could be, to figure out the merger partner before the merger, could be. Maybe more lucrative than RLFTF, since by my calculations, NeuroRX stands to bring in more than Relief due to their pipeline and 50/50 split of the most profitable pharma market (the US currently comprises 47% of the worldwide drug market), and their suicide prevention drug will most likely sell billions too. Yes, that's correct, 47%. Here in the US, we love our drugs.
For now, as I'm patiently waiting for RLFTF to explode, I'm also looking ahead to new opportunities for the future. I'm watching closely and will look for more clues, specifically common execs on other BOD's, current execs that worked at the same previous companies, etc. I know Javitt has a long resume working for/with a lot of BP's and connections with certain BP's that are likely candidates as well, but for now BHC is on my short list.
