Replies to post #163294 on Biotech Values

[jq1234]

Any independent company with a high-class, wholly-owned oncology asset is going to attract attention in this environment, and there aren't a lot of those out there.

I think it extends beyond oncology. The list is here MSG#161536:

REGN along with BMRN, ONXX, VRTX, INCY, MDVN, ARIA, THRX, VPHM, MDCO, SLXP form nice nucleus of middle tier of biotechs with significant revenue.

[masterlongevity]

the biomarin jump is due to onyx as well, although BMRN put out some pumping PR about filing for marketing authorization in Brazil.

Im always surprised by the BS put out by rare disease companies and what they get away with without criticism.

[bellweather1]

Re Ariad...

The primary question for me is how sustainable is that attention?

Is this going to fade quickly, or rather, are we at the beginning of a sustained increase in pps related to an ongoing M&A bidding cycle?

Best regards,

bw