Still, I would avoid SNY and GSK because I think investors are underweighting the potential loss of exclusivity of Lovenox and Advair, respectively.
As a fellow MNTA long, I obviously agree with you that it probably makes sense to avoid SNY. For the same reasons, I can see why NVS would be attractive given the link to Sandoz.
That leaves the five “pure play” pharma companies: MRK, AZN, LLY, AMGN, and BMY.
I'm not speculating on whether or not it's the best bet, but I do like how AZN isn't the least bit afraid to partner with small-cap bio on interesting projects. I like the AZN deal with RIGL for R788 as potentially one of the first oral RA treatments to market. There's also the deal with TRGT for the depression drug that has shown good results to date, along with several related CNS programs. AZN also partnered with ARRY several years ago on ARRY's first gen MEK inhibitor. All told, AZN seems to have their pulse on the more interesting biotech programs IMO; they obviously could use a better success rate going forward from these interesting partnerships.
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