Replies to post #146435 on Biotech Values

[jq1234]

I think for TMC435 to be considered more than it is now, JNJ needs to be serious about acquiring a few key candidates to do combinations rather than at the mercy of competing partners.

I wonder who were the other parties interested in INHX, but got outbid by BMY. Maybe they'll come out now gloating they dodged a bullet.

[turtlepower]

I agree with your sentiment on IDIX. Some of its current valuation is perhaps tied to a buyout similar to INHX. Would another pharma be willing to shell out billions and have the deal blow up like BMY did? Well, presumably its blown up.