OK, NPS' CEO said for certain earlier this week that he is not talking to anyone from Shire. But Shire has ensured itself a line of credit to make a buy, and the analysts say a buy would be in its best interest if it wishes to remain autonomous. Otherwise, Shire is a prime candidate itself for a takeover and provides a nice tax inversion platform. Allergan was supposedly interested for just that reason to fend off the Valeant advances.
So what is on Shire's possibility list? Well, both Prosensa Holding NV and Sarepta Therapeutics and their respective DMD therapies have been mentioned as plausible candidates. A DMD therapy would fit well into Shire's portfolio as it discontinued its own efforts in the area in 2013. Shire is also supposed to be considering ThromboGenics NV and its eye drug Jetrea as another possibility. ThromboGenics is actively considering sales options and would be less inclined to fight if the fit was perceived well.
NPS is still not off the table. What has been confirmed is that the two companies are not talking now, but that doesn't necessarily preclude no talks in the future. NPS is said to be potentially atractive to other big guys as well including Sanofi and AZ who are prowling around for acquisitions themselves. See Bloomberg and Fierce Biotech.
Posted by Bruce Lehr June 5th 2014