Replies to post #144952 on Biotech Values

[poorgradstudent]

What comes to my mind are stocks like ONXX, VVUS, DVAX and OPTR, with REGN, INCY and MDVN as a bit less likely. A year ago I would have said PCYC and ARIA, but I think both may now be too pricey for generally myopic big pharma.

If this comes true, I'm going to have to do a lot of new research for some new names.

Biotech looks to be in favour right now, whether it's a sector rotation thing or buyout fever or what have you. I had long thought ONXX was most likely to get bought out, given that there were news articles talking about Coles shopping the company. But with (likely) carfilzomib and regorafenib approval, I wonder if that management team is now feeling a strong attraction to staying independent.

VVUS could be an interesting one for big pharma, but I wonder how enthusiastic they are to visibly enter this area. I've already read some silly backlash articles about the ARNA drug and how these "drug" companies are just facilitating pharmaceutical-based solutions to bad lifestyle choices.

[Praveen]

no love for sgmo:-)? eom