Replies to post #127234 on Biotech Values

[ghmm]

I am leaning toward the MNTA gets munched as there is more clarity on their various segments. Maybe rkrw CVR approach makes valuing M356 easier. The legislation could give a better identication of what degree of value to place on the FOB.

I'll throw out a couple of names who I think could be in play (in a takeover more so then FoB deal).
BAX and SHPGY both of which seem to like the growth by acquisition philosophy.