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biomaven0

05/06/15 2:53 PM

#190932 RE: ciotera #190924

(GILD)

>> number 6 (Hem/Onc)

Clovis is a possibility there - three decent unencumbered compounds.

Peter
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dewophile

05/06/15 4:24 PM

#190937 RE: ciotera #190924

GILD targets

BI's drug business would fit the bill - large, headquartered overseas, and many complementary areas of focus (but some overlap), except they probably don't want to be bought

I can see them having some interest in FGEN's IPF compound - different MOA from their Mab for IPF so could be complementary (and not constrained to subgroup). coincidentally FGEN's CEO cited control over scope and design of ph 3 for why they have rebuffed suitors thus far in the last cc, pretty much echoing what DD mentioned GILD likes - so not sure if they will see eye to eye

I also think if GILD wanted ICPT they likely wouldn't have bought a completing FXR agonist, but who knows