Biotech Values

[biomaven0]

BMRN, AFFY, THRX, and RIGL are the most likely candidates for the next significant biotech buyout

What comes to my mind are stocks like ONXX, VVUS, DVAX and OPTR, with REGN, INCY and MDVN as a bit less likely. A year ago I would have said PCYC and ARIA, but I think both may now be too pricey for generally myopic big pharma.

Basically I'm looking for companies with a marketed or near-marketed solid product.

(I actually own all the names I mentioned, having recently discovered some ONXX I had luckily forgotten about in an old IRA account).

Peter