sushi schreef:
Pfizer and Pharma: Johnson&Johnson (JNJ), Merck (MRK), SPDR S&P Biotech ETF (XBI), Genentech (DNA), Amgen (AMGN), Gilead Services (GILD), Celgene (CELG), Genzyme (GENZ), Crucell (CRXL)
After Pfizer announced its $68 billion deal to buy Wyeth at a 20% discount, many predict other M&A action in the Pharma sector. Pete Najarian thinks Johnson&Johsnon or Merck may buy a biotech and instead of picking one, he would buy XBI which contains Genentech, Amgen, Gilead Services, Celgene and Genzyme, all possible takeover candidates. He would also look at Crucell. Macke thinks the acquisition is a mere desperation move for Pfizer.