Replies to post #135742 on Biotech Values

[jbog]

dewophile,

In looking at who Miti was partnering with it seemed obvious that the original bio's had "bio-betters" in mind.

[marthambles]

My recollection is that PoorGrad deserves "first alert" credit for this one.

[jq1234]

Agree. After blinatumomab impressive data in ALL, it is always a matter of when and at what price to be acquired. Never understood why AZN gave the drug back to MITI. Hopefully AMGN can accelerate blinatumomab clinical development.

[ghmm]

it's become almost a given that companies with platform technologies surrounding Abs get taken over

You may want to look at Morphosys :-).

At this stage it'd probably be Novartis doing the buying.

I don't have a position, though I do have them in the charity portfolio.

[DewDiligence]

…it's become almost a given that companies with platform technologies surrounding Abs get taken over

The word almost is an important qualifier, however. Some mAb-platform companies—e.g. Ablynx—have been touted as buyout targets for a long time with nothing to show for it.