Aug. 12 at 1:01 AM
$ALT i asked Grok and it thinks that
$NVO is more likely to acquire ALT than
$GILD or
$PFE . I disagree as Novo hasn’t typically been as BD-heavy as the others and the pride themselves on their home grown assets in this space.
$BMY is my dark horse given they have nothing in the obesity/MASH/ALD space and need a win. Buying AltImmune would give them a new pipeline vertical and help offset their major LOE.
Grok:
Based on available information, NVO is most likely to acquire ALT due to rumored talks with Novo Holdings, its dominant position in the obesity market, and strategic alignment with pemvidutide’s advantages. Pfizer is a close second, given its need for obesity pipeline assets and analyst speculation, though its decision may hinge on PF-07976016’s progress. Gilead Sciences is the least likely, as its focus on liver diseases is narrower, and no direct rumors connect it to Altimmune.
GLB 👍 ☘️ 🐂
