Replies to post #135042 on Biotech Values

[DewDiligence]

The takeaway to this is that there is at least one other major pharma out there actively seeking an HCV asset to acquire, or to acquire an entire company.

We knew that already from the disclosures in the GILD-VRUS deal.

The real takeaway from the BMY-INHX filing, IMO, is that there are too many freaking investment bankers taking too large a cut of the pie.