Replies to post #250445 on Biotech Values

[DewDiligence]

Re: VERA and EWTX

Am I screaming into a void ...or just politely being ignored :--)

An alternative: people may be doing DD on these names in lurking mode. I certainly appreciate your contributions to the board.

[iwfal]

VERA

Atacicept is a blast from the very long ago (in biotech terms) past. ZGEN was a long time ago. I even remember their headquarters in Seattle, back when Seattle was a biotech center.

Atacicept seems to work well in the renal disease space, but it’s blown up in the past on safety for some indications. So that seems the big risk?

[DewDiligence]

VRTX acquires ALPN for $65/sh cash—a 67% premium to yesterday’s (unaffected) closing price:

https://investors.vrtx.com/news-releases/news-release-details/vertex-enters-agreement-acquire-alpine-immune-sciences

The nominal deal value is $4.9B.