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Johnny_C

12/14/17 8:29 AM

#712 RE: DewDiligence #710

No, and more calls expiring worthless tomorrow. Well, after Febuary I will throw in the towel and tell Uncle.

Timing buyouts, and buyouts based on rumors, is proofing difficult. Plus, now I have the field narrowed to BMY, CELG and BIIB.

Sticking with BMY but wouldn’t be shocked if CELG is in the mix based on the price collapse. Lots of value there.

Johnny_C

12/18/17 8:59 AM

#714 RE: DewDiligence #710

Looks like big Pharma / multi nationals have everything they wanted in this bill. Corporate rate and repat percentage are a tad higher that first thought but overall this should make PFE pretty happy.

I was premature on whale hunting season, but I think next this week the season begins.

Will BMY be gobbled up, and if so at what price? & 75.00 $80.00, $85, or as high as $90.00 as some suggest. According to articles it looks like in addition to repat money PFE consumer unit may fetch 20 bil, or 5 bil more than expected.

Targets, BMY, CELG, BIIB longshot AGN or perhaps a surprise company like Lilly or others.