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rafunrafun

01/02/21 9:57 PM

#317892 RE: Ray #317891

Does this "poll" suggest" all these ID's believe a buyout is forthcoming?

You'll have to ask these 76 people for their individual reasoning.

There is growing speculation within this industry that the thirst for CV assets has been significantly reduced in the last 36 months.

That's interesting, since CVD deaths and monetary cost are at an all time high. The demand for affordable CVD drugs certainly did not disappear.
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Meowza

01/02/21 10:14 PM

#317895 RE: Ray #317891

There is growing speculation within this industry that the thirst for CV assets has been significantly reduced in the last 36 months

Why so many attempts to compete with V's indication a year ago (all failures)? The industry couldn't be thirstier.
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hamkypamky

01/03/21 3:49 AM

#317902 RE: Ray #317891

Yes there likely will be a buyout.
Of course there is a thirst. It's a proven drug with proven demand and a captive audience even with the US Market lost.

The only question is price. I believe it won't exceed $5B ($4B after taking into account cash in hand and tax loss carry forwards).
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Retiredceo

01/03/21 8:47 AM

#317911 RE: Ray #317891

It’s interesting because retail (us) will control whether the offer is acceptable
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ggwpq

01/03/21 11:23 AM

#317932 RE: Ray #317891

Ray, NVS might be interested in AMRN since it bought out MDCO last year. Where did you hear Yee said "if it doesn't happen by H1 2021, it will be a long slog for this company"?