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robertcshea

05/17/16 8:16 PM

#201447 RE: DewDiligence #201427


Agree with Dew, possible but not necessarily likely. Although I do like the risk reward on some options strikes (I own Aug $100s). Allergan would be a good fit and has plenty of cash with the Teva deal closing soon. Novartis already has rights to Kerydin. If Crisaborole is really a $2b drug then $5.2b is not a high price.