Gilead is the wild card, they need ONXX to get critical mass in the cancer drugs
if they are going to be a viable marketer of cancer therapies. They have a history of paying up for companies they set there eyes on as they did with Pharma tech acquisition......paying double the market price.
I could see them paying 150 + for ONXX
AMGN would be the acquirer-most likely as they 1)money 2) need to fill the pipeline
Gild has Hep.C drug coming to market in 2014--a big blockbuster if phase 3 results are closer to phase 2 results.They paid 11 billion$ for Pharmacett 2/3 years ago.
Merck is another competitor in my judgement.They had a few failures-need to expedite the pipeline.So they could surprise us--as it is not mentioned.BMY paid a huge sum for Amylin last year for Diabetes drug with Astra Zeneca.They couldn't afford to pay 100%.