Replies to post #135067 on Biotech Values

[DewDiligence]

Good post—I agree on all counts. I would be willing to bet that the $23.50/sh losing bidder for INHX was ABT or MRK. (Very unlikely it was B-I, IMO, insofar as this kind of behavior does not at all fit B-I’s corporate M.O.)

[oc631]

I think it's wrong to assume that the next nucleoside acquisition is going to fetch similarly high premiums

A deal could be done with small developer from Europe or Japan. Maybe even a private company like Alios will blindside IDIX speculators and deflate the balloon.