tech2000, that would indeed be what one thinks in general. I think a single exception may apply in the case of CDMO and that is if the acquiring party would be HALO.
I made the case several time that CDMO would be a golden asset for HALO because they would control their own manufacturing and would do so entering the most advance and award winning CDMO facilities currently in the market.
But today HALO has the additional advantage that their stock is worth 3,5 times CDMO's. HALO is one of the companies that did progress counter market (up instead of down with the market).
And, would HALO want that CDMO came in the hands of a 'Merck' sympathetic entity? It is their biggest competitor for Sub-Cut. administration. Catalent isn't in the best shape lately and loosing CDMO production due to a higher guideline would be dangerous for HALO. It takes 18 to 24 months to start-up elsewhere if the manufactory capacity can be found.
AIMO
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