Replies to post #176987 on Biotech Values

[mcbio]

ZLCS—The lack of CC participation could be a contrary indicator insofar as the new company will presumably get no sell-side coverage and it ought to be available to buy on the cheap. Moreover, the business model is differentiated (#msg-91531661).

This is not to say that I'm prepared to buy, but rather that I can't yet rule it out.

This may be too much of a generalist take on my part but I just think that in announcing a major business transaction like this, and particularly if you have compelling reasons to discuss why the deal made so much sense and why the future is so bright going forward for the combined company, you're probably going to spend more than 11 minutes on a CC to do so.