AN1 11.1% 0.8¢ anagenics limited

In the context of acquisition, I think Johnson and Johnson/JNJ...

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    In the context of acquisition, I think Johnson and Johnson/JNJ should be thinking about Cellmid. It would be an easy way to add a hair loss solution to their portfolio, and they could enter the Chinese market with évolis.

    Not too long ago they already added Vogue to their empire. So they were definitely interested in adding to their consumer line.

    http://fortune.com/2016/06/02/johnson-johnson-vogue-jnj/

    But I hope that US sales take off soon and then grow exponentially to lift Cellmid's market cap significantly. Then it'll be a much more expensive purchase for anyone interested in acquiring the lot.

    The difference with Cellmid is that their product portfolio is still somewhat limited - for the moment. New products will be introduced within 12 months that broaden the FGF5 range. We've all been excited about the eye lash product already. I'm still missing a styling gel/paste/foam though. The latter would make sense because it stays on the hair for hours.

    Another difference with Cellmid is their midkine portfolio. You'd be buying both a cosmetics consumer range company and a drug developer that almost owns a whole target.
    Last edited by mightypirate: 21/05/18
 
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