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Re: acgood post# 125935

Tuesday, 08/30/2011 11:40:30 PM

Tuesday, August 30, 2011 11:40:30 PM

Post# of 257257

Did your list mostly cut off due to scale/resources? Any of the next tier or other foreign firms have a compelling "pro" rationale?

Yes on both counts—some of the second-tier drug/biotech companies could conceivably be FoB partners, but I don’t think any of them individually is likely enough to try to handicap such deals.

“The efficient-market hypothesis may be
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