Replies to post #213097 on Biotech Values

[Bickema]

I recently sold OCRX at a loss (but I might get back in at some point).

Are you waiting till after OCRX meets with FDA?

Also its almost certain that they would have to partner to continue to fund operations

[DewDiligence]

BMY’s stock is too cheap, says Barron’s:

http://www.barrons.com/articles/bristol-myers-can-overcome-markets-pessimism-1502911914

[DewDiligence]

Bayer-MON deal probably won’t close until early 2018 (which is good news in terms of 2017 taxes):

https://www.wsj.com/articles/eu-launches-in-depth-investigation-into-bayer-monsanto-deal-1503408880

[DewDiligence]

DHR +5%—(all-time-high)—on 3Q17 results…

PR:
https://finance.yahoo.com/news/danaher-reports-third-quarter-2017-100000150.html

CC slides:
http://investors.danaher.com/image/3Q2017+DHR+Earnings+Presentation.pdf