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Replies to #61633 on Biotech Values
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biophud

04/20/08 11:59 AM

#61638 RE: DewDiligence #61633

Dew-what is your take on the MLNM deal. I know that there is some discontent on some of the message boards for MLNM not entertaining other offers. I would not have expected a deal with a Japanese firm; I thought that JNJ would be the most likely or maybe BIIB. In previous posts I know that you have mentioned Japanese drug firms have not undergone the large scale MandA consolidation of their US and European counterparts--Is the Takeda purchase of MLNM the beginning of such a trend? Do you think that Takeda is a good investment?

Regards,

biophud