>>REGN along with BMRN, ONXX, VRTX, INCY, MDVN, ARIA, THRX, VPHM, MDCO, SLXP
I hold several of those.
REGN kind of pricey here (but I do own some)- likely only Sanofi would make a play for them.
I can't really see anyone that interested in VPHM. INCY is another story - that could be a good target for someone who understands what they are doing. Ditto for BMRN and perhaps VRTX.
Peter