Replies to post #171865 on Biotech Values

[Biowatch]

You have to keep in mind that some wouldn't be willing to merge or be bought out.
Acquire other companies, yes. Sell themselves to a larger company, no.

I think VRTX won't merge because Joshua Berger is happy to be a main feature there. However, money talks.
I suspect that BIIB has been solo for so long that it wouldn't want and doesn't need to merge.
TEVA seems too big in its own country to become second fiddle to someone elsewhere.

[DewDiligence]

Answers to Recent iHub Surveys

[I ignored “No Answer” votes in each of the tallies below; thus, the
percentages shown below differ slightly from those shown by iHub.]


Survey #155

Q: Which drug/biotech company with a market cap >=$1B will be the first to be acquired in 2014?

There were 27 votes cast. (Each of the 10 answer choices received at least one vote.)

PCYC 22%
BMRN 19%
INCY 11%
VRTX 11%
ARIA 7%
BIIB 7%
PBYI 7%
TEVA 7%
AGN 4%
IDIX 4%


Survey #154

Q: Which drug/biotech company with a market cap <$1B will be the first to be acquired in 2014?

There were 32 votes cast.

ENTA 44%
RNA 13%
AMRN 9%
MNTA 9%
SRPT 9%
ARRY 6%
GERN 6%
ACHN 3%
EXAS 0%
SGMO 0%


Survey #153

Q: What is the most overhyped drug of all time?

There were 14 votes cast.

Provenge 43%
Endostatin 21%
Rogaine 21%
Bapineuzumab 7%
Exubera 7%


Thanks to all of the participants for participating.

[DewDiligence]

Biotech Values survey #155 (from 12/25/13) can now be laid to rest. The question was which biotech company with a market cap >=$1B—among the listed choices*—would be the first to be acquired in 2014. The answer is: IDIX.

*The choices were AGN, ARIA, BIIB, BMRN, IDIX, INCY, PBYI, PCYC, TEVA, VRTX.

[DewDiligence]

Biotech Values survey #154 (from 12/25/13) can now be laid to rest. The question was which biotech company with a market cap <$1B (on that date) would be the first to be acquired in 2014. The answer choices were: ACHN, AMRN, ARRY, ENTA, EXAS, GERN, MNTA, RNA, SGMO, and SRPT.