Replies to post #187131 on Biotech Values

[DewDiligence]

So many small/mid-cap biotechs are buyout candidates, I wouldn’t know where to start a list.

Among large caps, I would argue that BMY probably won’t be acquired in the next couple of years. A new CEO is starting in May, and BMY seems very with its portfolio, pipeline, and New York base.

[WID]

For buyout candidates for Biotech:

I can see that SGEN, INCY, PCYC, BMRN, ENTA, and INSM may be candidates for buyout in the next 24 months.

Just my educated guess--These companies have potential block-buster revenue and big pharmas might need extra revenue to help them guard against the expired patents.

[hesse]

re buyout candidates: NVAX

I'm a neophyte in this area but I understand CEO has gone buyout route before and someone who knew much more than me believed they would be open to buyout as early as this year at some point based on CEO history and where they are at with their drugs and space.