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Posted On: 11/01/2019 3:21:44 PM
Post# of 154147
As I previously stated, my guess is Regeneron.
- Expertise in humanized monoclonal antibodies.
- Most/all of their current drugs are injectables.
- No current presence in HIV, so no cannibalization of their own products.
- Getting hit by the Street for lack of apparent R&D prowess.
- One or two big sellers facing generics/biosims in the next year or two.
- Located in New York.
- $30b+ market cap, plenty of cash on balance sheet. $90mm plus the commercialization costs would be a drop in the bucket.
- It has been mentioned elsewhere (I've not independently confirmed) that negotiations with REGN were mentioned in some way in the Pestell lawsuit docs.
I would be very, very happy with this outcome, were it to come to pass.
- Expertise in humanized monoclonal antibodies.
- Most/all of their current drugs are injectables.
- No current presence in HIV, so no cannibalization of their own products.
- Getting hit by the Street for lack of apparent R&D prowess.
- One or two big sellers facing generics/biosims in the next year or two.
- Located in New York.
- $30b+ market cap, plenty of cash on balance sheet. $90mm plus the commercialization costs would be a drop in the bucket.
- It has been mentioned elsewhere (I've not independently confirmed) that negotiations with REGN were mentioned in some way in the Pestell lawsuit docs.
I would be very, very happy with this outcome, were it to come to pass.
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