Mega Pharma M&A
Interesting to noticed that the MErck is probably going to be the last mega-deal.
After that, we move down the pipeline. Going toward PIII drug companies, then PII.
I think all PIII drug companies are either partnered or taken over.
So, next in line is PII companies with "strategic assets value"
232 the only anti-M2PK compound in the world
4601 K-ras inhibition ability
Shigabmabs ( yes E.coli anti-toxin can generate 160-200M sales per years - That's pretty good revenues)
Question is how cheap will those Pharma are going to get TLN. 2$, 3$, 4$?