Hi Guys,
A good read for any Biotech investor.
Looks like Big Pharmas will have some competition from junior Pharmas in a race to beef up their respective pipelines against upcoming patent cliffs.
Good on TEVA(CEPH) in being on the front foot with 19.99% stake in Mesoblast.One thing for certain - music to the ears of CEO Itescu and stakeholders.
The above is IMO only, so please dyor.
http://www.bloomberg.com/news/2012-01-06/amgen-may-join-gilead-as-biotechs-seek-acquisitions-to-grow.html,
ALSO (seperate to the presenation at the Alliance for RM Tuesday 10/1/12) MSB is also presenting at The 30th Annual JPMorgan Chase Healthcare Conference, Jan-11-2012 10:30 AM
http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=MSB:AU.
Good luck to all holders.
biotechs and big pharmas on lookout
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