I think RHHBY should buy ONVO. Much more opportunity to expand on their market share and shorten time to market
Sentiment: Strong Buy
We like an investment in EMISPHERE (EMIS) which has a marked chance to enter into phase 3 trials with NVO for oral semaglutide, a once daily tablet treatment for type 2 diabetes and a $2 billion annual market. As well as Emisphere's just launched Oral Elligen B12, a total $868 million annual market.
BMY and CLDX doing the TWO STEP. Wanting to get close too each other,
BUT Roche WANTS to do the HORIZONTAL MAMBO to BMY.
You see. Dr. Levitsky who is currently on the Scientific Advisory Boards of Celldex must be reporting back to Roche on the cdx-1127 success.. AND NOW ROCHE has the next dance with CLDX... All this ROMANCE! I hope there isn't a WAR over CLDX..... too messy....