Aug. 21 at 6:31 PM
$TGTX The latest that I see on AI is the following are the most able and ready to acquire TGTX: NVS (Novartis); SNY (Sanofi); and BIIB (Biogen).
$NVS -- has massive global commercial footprint in neuroscience and immunology, making the integration of TGTX’s multiple sclerosis drug, Briumvi, a natural portfolio expansion.
$SNY -- ranks as a Tier 1 premium contender primarily due to its urgent strategic need to defend its multi-billion-dollar franchise in the neurological space. Acquiring Briumvi would allow it to instantly replace SNY’s fading MS revenue with a high-growth, next-generation anti-CD20 monoclonal antibody using the infrastructure and commercial sales force it already has in place.
$BIIB – as a leader in neurological and neurodegenerative diseases, possesses the financial muscle and existing neurology sales infrastructure to instantly scale Briumvi, although is most financially strained if a bidding war breaks out.
BO sooner than later?
