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Celgene Corporation Message Board

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  • bemisbayoutfitters bemisbayoutfitters Jan 17, 2013 11:58 AM Flag

    CHEAPEST GROWTH IN S&P. 0.8 PEG vs AMGN/BIIB 1.2/1.1. 2016 PEG is CRAZY 0.4

    Rob, been reading your posts for years and your spot on.I think the reason Big Pharma isnt jumping is because the amount of cash and shares they would have to come up with.Your thoughts?

    Sentiment: Strong Buy

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    • No that's not it imo. This would be an accretive deal - their stocks are bloated and they could do a half stock - half cash deal easily and the cash would be paid back by CELG's own cash flow the next 5 yrs or so. The reason was the large percentage of sales that Revlimid represented with the BS SPM issue (a melphalan issue which will be proved later this qtr in the MM020 trial - even though its really already been proven). But now we are on our way to 5 separate billion a yr drugs(2 of them $5 billion plus imo) and Big Pharma is definitely looking imo. CELG will either go to $120s on its own soon or be taken out imo

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