Fierce Biotech published today some analyst opinions (for what they're worth) as to which companies may be the next on the list of take over targets as Big Pharma companies go shopping to fill their bare pipelines with approved drugs. The nominees are:
- Human Genome Sciences. Hardly a surprise with its newly approved Benlysta hitting the market and projections that it will become profitable for the first time next year after 20 years of red ink. Its partner in Benlysta, GSK, is widely expected to be the likely acquirer.
- Acorda. Also the ownwer of a newly (2010) licensed drug, the oral MS drug Amyra. Amyra also may get a patent extension which makes it and Acorda more valuable. Many players may be suitors in this situation.
- Forrest Labs. The company is said to be attractive for its portfolio of specialty pharmaceuticals that faces somewhat less generic competition. It's been on the acquisition list for 3 years now.
That's the Fierce reported list from today. Of course, Celgene and Actelion have also been mentioned as possible candidates in many circles. And Cephalon is under hot pursuit by Valeant right now. Get ready shoppers.
Posted by Bruce Lehr April 19th 2011.