Pfizer acquiring Celgene

Discussion in 'Celgene' started by anonymous, Oct 21, 2017 at 10:12 PM.

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  1. anonymous

    anonymous Guest

    What hole are you talking about? Our stock is still below 100
     

  2. anonymous

    anonymous Guest

    Stocks ready to soar
     
  3. anonymous

    anonymous Guest

    Doubtful! Starting to get some pushback on pricing of Revlimid and Pomalyst now. Really? About a 20% increase year to date? That’s sickening.
     
  4. anonymous

    anonymous Guest

    all went pear shaped when we went all in on placebo pill in derm and forgot about ONC . Place become laughable
     
  5. anonymous

    anonymous Guest

    Great point! This place is becoming a joke quickly. Maybe if we act like big enough clowns no one will want to buy us.
     
  6. anonymous

    anonymous Guest

    Just because you dropped off in valuation does not make you that much more inviting for Pfizer. #1, Pfizer learned their lesson about mega mergers and mega buyouts in the early 2000s when they got screwed buying Parke Davis. They lost their butts on that deal and if not for Viagra they would have tanked. Now, Pfizer is focusing its model on buying small molecule companies much like Celgene is doing. But a merger with someone like Gilead is much more likely than a takeover from Pfizer. Gilead has a lymphoma pipeline and Celgene does too. It would make a beautiful marriage. Gilead is also looking to grow their hematology franchise into a power house like their anti-viral business. The days of mega buyouts are gone. The small molecule model works best these days. Drop $10 B on a small molecule company and pick up 2-3 potential new drugs. Pfizer would not give $100B for Celgene with their current pipeline. Revlimid loses patent exclusivity in less than 3 years and it accounts for 60% of company revenue. Now Pfizer might be a buyer of Celgene in 3 years when the stock craters and the company value follows to $40B.
     
  7. anonymous

    anonymous Guest


    Celgene is a great buy for Pfizer(which is trying to beef up its Hematology and Oncology presence). As for Revlimid, the patent is good until 2026.
     
  8. anonymous

    anonymous Guest

    I don't see Pfizer spending $100bn in a troubled company that has just experienced a major disaster. I see more likely Pfizer to buy Bristol-Myers Squibb which has much more potential than Celgene.
     
  9. anonymous

    anonymous Guest

    Totally disagree! BMS is way too top heavy, bureaucratic and won’t come cheap enough for PFI.
     
  10. anonymous

    anonymous Guest

    Wrong....limited generic competition will be allowed starting in 2020. Therefore, exclusivity is gone in 2020. It opens the door. Just ask MA about the similar deals he agreed to at Sanofi and where they got Sanofi's oncology pipeline.
     
  11. anonymous

    anonymous Guest

    Actually it is March 2022 when limited generic distribution to be allowed.
     
  12. anonymous

    anonymous Guest

    Still waiting...
     
  13. anonymous

    anonymous Guest

    For friends and a job ?
     
  14. anonymous

    anonymous Guest

    Cat
     
  15. anonymous

    anonymous Guest

    thanks for sharing your considerations...
     
  16. anonymous

    anonymous Guest

    Maybe Pfizer will clean up the sexual harassment and hostile work environment that has plagued the company for years.
     
  17. anonymous

    anonymous Guest

    So true, it all starts with MA. Don't forget our colleagues in medical. Some of the worse. Old men going after young women no body stopping them. Just go to the national sales meeting.
     
  18. anonymous

    anonymous Guest

    I saw drunk loose women doing it to the men at NSM.
     
  19. anonymous

    anonymous Guest

    Me too
     
  20. anonymous

    anonymous Guest

    Well finally let’s get this going and name them!
    MeToo at Celgene