Thats roughly six times bigger than the average yield of the Dow. This means they have another shot at filing sufficient and clear documents to avoid a 2nd request. To date, the drugmaker's novel platform has yielded five approved therapies: Onpattro, Givlaari, Oxlumo, Amvuttra, and Leqvio. Members of Special Situation Report get exclusive access to our subscriber-only portfolios. Alnylam Pharmaceuticals (ALNY -0.81%) is a ribonucleic acid interference, or RNAi, drug development specialist. If some of the drugmaker's other high-value pipeline candidates pan out, a $32 billion-plus price tag wouldn't be all that unreasonable. The product portfolios overlap because they serve a similar patient population, but they're fundamentally different in how or when they're used. Investigative journalist Lee Fang unveiled the latest edition of the Twitter Files on Monday, showcasing how the pharmaceutical industry lobbied social media to shape content related to the COVID vaccine. OPNT003 is a drug that would be used to treat people with a Fentanyl overdose. This eclectic and creative style of investing seems to suit my personality and interests most closely. Indivior is laying out $20 Dublin, Jan. 18, 2023 (GLOBE NEWSWIRE) -- The "Flexible Manufacturing Systems for Pharmaceutical Industry Market By Product Type, By Technology, By End User It works fast. $2.00 per CVR upon achievement of net sales of OPNT003 of $300 million or more during any period of four consecutive quarters prior to the seventh anniversary of the U.S. commercial launch of OPNT003. If KarXT's other indications, such as Alzheimer's disease psychosis, pan out, the drug is predicted to generate over $5 billion in annual sales at peak, putting it in the running to possibly hit megablockbuster status one day. Axsome Therapeutics (AXSM 0.72%) is a central-nervous-system disorder specialist. Valeant raised its unsolicited offer for Allergan a second time, to $53.3 billion, increasing the cash portion of the bid in an effort to win the backing of the company, with the cash-and-stock portion of the bid valuing each Allergan share at $179.25. The oral solution is the only cannabidiol (CBD) approved as a therapy by the FDA. The information has been obtained from sources we believe to be reliable; however no guarantee is made or implied with respect to its accuracy, timeliness, or completeness. Experts argue it would save many of the 70k deaths per year because of OD's: Narcan, which is one name brand for the drug naloxone, quickly reverses the harmful effects of opioids. The pharma industry knocked off the tech industry to take the No. Endo withdrew its $11.2 billion cash & stock offer for Salix, ending its plans to outbid Valeant Pharmaceuticals International for the company. In order for the hostile takeover to go through successfully, Mylan needed 50% of Perrigos shares to be tendered under the deal. I gravitate towards special-situations. There are a number of big pharma companies that are expected to grow earnings at an annualized rate of less than 2% for the next five years. On this Wikipedia the language links are at the top of the page across from the article title. Big pharma, in turn, is almost certainly paying attention to the drug's clinical development -- especially after its recent win in the adult schizophrenia setting. Dati relativi al dispositivo e alla connessione a Internet, come l'indirizzo IP, Attivit di navigazione e di ricerca durante l'utilizzo dei siti web e delle app di Yahoo. Horizon, which makes drugs for rare, autoimmune and severe inflammatory diseases, however, added there can be no certainty that any offer will be made. Here are two companies that could follow Salix Pharmaceuticals as targets in the pharma M&A boom. Note that there is always a chance (however slight) that the deal won't close, and then you are looking at 60% downside or more. Opiant Pharmaceuticals trades barely above the threshold for HSR, so it would be pretty annoying if they got a 2nd request. However, Jazz's stock immediately took a small hit with the announcement, as is typical when one company buys another. With multiple partnerships in place and a regulatory filing on the near-term horizon, the stock should roar back to life in 2022. About half of adults with lupus will develop lupus nephritis. The average yield of the Dow has sunk to 2.1%. Former FTX Chief Executive Sam Bankman-Fried, who faces fraud charges over the collapse of the bankrupt cryptocurrency exchange, leaves on the day of a hearing at It's easy to use. Two names jump out to me; both are in the sweet spot of pharma buyouts, trading with market caps between $10 billion and $15 billion. None of the case studies, examples, testimonials, investment return or income claims made on WIRs website Valeant Pharmaceuticals and activist investor Bill Ackman offered to buy Botox maker Allergan, proposing a cash-and-stock deal worth about $152.89. A lot will depend on how much better the product is and if it justifies a premium price. That could boost sales by a lot. Amgen declined to comment on the talks, while Sanofi and Janssen Global were not immediately available. Why is Alnylam a possible takeover target? The bottom line is that Karuna is unlikely to remain independent leading into KarXT's upcoming regulatory filing in mid-2023. You should perform The CVR helps to bridge the gap between the price the seller wants and the buyer wants to pay. Axsome's buyout thesis truly centers around Auvelity, however. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Pot investors are hardly strangers to splashy mergers and acquisitions. Namely, Alnylam's shares are already trading at close to 16 times 2023 projected sales. And both have strong balance sheets, with products that could be attractive to larger pharma companies where growth is slowing. Stocks Soar to All-Time High, Overnight Trading Secret Turns $5k into $46,805, Collect $1,191 Supercharged Payouts from Americas Best Stocks, Inside the Secret Rockefeller-Musk Connection, Call Us Toll Free: 866-447-8625 | International: 802-448-8410. Notice: Information contained herein is not and should not be construed as an offer, solicitation, or recommendation to buy or sell securities. Innovation in biotech will continue to be rewarded. There are a number of big pharma companies that are expected to grow earnings at an annualized rate of less than 2% for the next five years. With that, the natural question is this: What company is the next buyout target? In late 2021, reports suggested Bristol Myers Squibb (BMY) and Novartis (NVS) were at the negotiating table with Aurinia. Learn how you can make more money with IBD's investing tools, top-performing stock lists, and educational content. Essentially, Epidiolex is a purified form of a CBD, but without tetrahydrocannabinol (THC), the hallucinogenic ingredient of the plant. Source: Portola Pharmaceuticals Together the two drugs are expected to have blockbuster sales combined of over $5 billion annually in a market expected to substantially grow. Follow me on Twitter @Bramdehaas or email me Dehaas.Bram at Gmail. The biotech is still waiting to treat its first commercial patient with Zynteglo, but says it has not seen insurers deny coverage for the beta thalassemia drug. The company hired Volker your own independent research on potential investments and consult with your financial adviser to determine Valeant had pursued Botox-maker Allergan for six months. That's if we simplify the situation to assume the merger closes. GW Pharmaceuticals' stock shot up immediately after the announcement and on Thursday, was trading only seven dollars lower than what Jazz is offering for its stock. George Budwell has positions in Axsome Therapeutics. People start breathing again. Please be aware of the risks associated with these stocks. However, we know of one group of investors collecting up to $550 every 30 daysfrom a little-known investment that yields a whopping 12%! Learn how to trade stocks like a pro with just 3 email lessons! Tim Walbert, Chairman, President and CEO of Horizon Therapeutics attends the Horizon Irish Open announcement at The K Club on April 25, 2022 in Straffan, Ireland. Biopharma appears to be on the cusp of a buyout bonanza. Pour en savoir plus sur notre utilisation de vos informations, veuillez consulter notre Politique relative la vie prive et notre Politique en matire de cookies. In early February, Merck proposed a buyout at a price of $40 per share, which it revised two days later to $50 per share. Get market updates, educational videos, webinars, and stock analysis. In the first quarter, Lupkynis generated $21.6 million in sales, narrowly beating forecasts. Follow Allison Gatlin on Twitter at @IBD_AGatlin. This has been avoided, but the refining was done on January the 3rd, so it takes at least until February the 3rd before HSR runs out. oth are in the sweet spot of pharma buyouts, trading with market caps between $10 billion and $15 billion. Semafor is planning to buy out FTX founder Sam Bankman-Fried's roughly $10 million investment in the news startup, the New York Times reported on Wednesday, citing the company's chief executive officer. at $20.21, meaning you only pay $0.21 for the option to receive up to $8 in the coming years. Opiant Pharmaceuticals, Inc. ( NASDAQ: OPNT) is a nano-cap pharma that's being acquired by small-cap pharma Indivior PLC ( OTCPK:INVVY ). ET, 3 Top Marijuana Stocks to Buy for the Long Haul, This Exciting Growth Sector Is Predicted to Keep Doubling Until 2028, Why Jazz Pharmaceuticals Stock Rose 13.3% in March, Social Security: 4 Big Changes Washington Wants to Make, Warren Buffett Is Raking in $4.84 Billion in Annual Dividend Income From These 6 Stocks, 3 High-Growth Stocks That Could Be Worth $1 Trillion in 10 Years -- or Sooner, History Suggests the S&P 500 Could Soar in 2023. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Cell and Gene Therapy Manufacturing: Current and Future States, The essential guide to drug commercialization, JPM23: Vaccine developers as dealmakers, Gileads trial tea leaves and building platform companies, Trio of biotech buyouts jumpstarts J.P. Morgan healthcare meeting, Ensoma buys a startup to advance in vivo cell therapy work, Pandion Therapeutics, a small Massachusetts biotech, successfully resisted multiple overtures by pharmaceutical giant Merck & Co. to license or acquire its research, pushing the larger company to pay a sizable premium in the. Clovis announced a $71.3 million net loss for the second quarter of 2022. It is worth pointing out that Gileads $21bn move on Immunomedics this year was struck at a 111% premium; it is extremely rare to see premiums move into triple figures for transactions of this size. Why Alnylam Pharmaceuticals Stock Is Vaulting Higher Today. The Opiant assets are aimed at patients that have overdosed. offer to sell or the solicitation of an offer to buy any security. As per Indivior CEO Mark Crossley on the merger (I've emphasized what I think regulators would take note of): "Opiant's portfolio of product candidates is an excellent strategic fit that diversifies and strengthens our offerings, while Indivior's strong commercial capabilities are expected to propel a combined product pipeline with the potential to help patients along a continuum from substance use disorder and rescue to recovery. That's not to say its surging revenue won't outstrip its expenses, but it hasn't yet. No. The company currently sports two FDA-approved therapies: Sunosi for excessive daytime sleepiness due to narcolepsy and Auvelity for major depressive disorder. There acquisitions. All Rights Reserved. This includes Pfizer. To my understanding, the clock starts running on the CVR once the product is approved. Note that there is always a chance (however slight) that the deal won't close, and then you are looking at 60% downside or more. The deal was announced Feb. 25 and the companies expect it to be completed by June. I like CVRs, and I tend to buy into these merger situations (here is another public write-up, and here's a non-pharma one), so I've bought some shares in this merger as well. Indivior specializes in drugs that treat addiction. Especially with OTC use, it will be a much better experience if a one-shot dose will do the job. Price as of January 18, 2023, 1:06 p.m. The Jazz product pipeline is strong, despite the current reliance on Xyrem. predictor of future success. Biotech Stocks To Watch And Pharma Industry News, Leading Health Stock With Rising Earnings Estimates Nears Buy Point, Novartis ADR Meets 80-Plus Relative Strength Rating Benchmark, Stock Upgrades: Novartis ADR Shows Rising Relative Strength, HALO Stock: Halozyme Gets Under Your Skin To Deliver Blockbuster Drugs And Booming Growth, Biopharma Bristol-Myers Unfazed By Generic Competition For Cancer Cash Cow, Bristol Myers Relies On 'Mature' Products For Narrow Quarterly Beat, Novartis Offers Mixed Earnings Report As It Approaches A Key Spinoff. And in the meantime, buying back its own shares something thats unusual for smaller pharma companies but not a negative in this case. Partnerships in place and a regulatory filing in mid-2023 novel platform has yielded approved. Thesis truly centers around Auvelity, however of adults with lupus will develop lupus.... Caps between $ 10 billion and $ 15 billion $ 21.6 million in sales, beating! 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