which is an important part of any company today that is searching for continued growth above that obtained domestically. Looks like a solid plan especially since the plan is also squarely directed at domestic growth. Meanwhile, the competition seems to be satisfied with the domestic status quo.
This is the relevant part of the lost article.
Buyout Picks In Healthcare For 2014
Jan. 10, 2014 7:05 AM ET
Merck may eye vaccine makers
Merck is no stranger to making huge deals to acquire intriguing pipelines, and it is currently bleeding money from lost patent protections. So I fully expect them to be aggressive in going after ways to stop the bleeding.
The good news is that there are some very compelling buyout possibilities in the vaccine space for Merck this year. One of Merck's core businesses is vaccines, and as such, I think there are three companies that could fit the bill.
1. Dynavax (DVAX) - Heplisav is an experimental Hep B vaccine that could be approved in Europe this year and in the U.S. in 2016. Merck already has a recombinant Hep B vaccine, so they are no strangers to this market opportunity.
2. Inovio Pharmaceuticals (INO) - VGX-3100 is a cervical dysplasia vaccine candidate set to report mid-stage results by mid-2014. Merck is the maker of the infamous Gardasil, so there would be an interesting synergy created with a merger.
3. Novavax (NVAX) - developing state-of-the-art influenza vaccines that would compete directly against Merck's Afluria.
Looking at these three possibilities, I think Novavax makes the most sense. It offers a diverse platform that is rapidly progressing through clinical trials, with multiple potential blockbusters on tap. A Merck-Novavax deal thus looks quite compelling, in my opinion. That said, Roche (OTCQX:RHHBY) could be lurking in the background, making Merck pay a premium to pursue this opportunity.
Summing up, my two buyout picks this year are MannKind and Novavax. They offer buyers compelling synergies, cost-savings, and strong potential for growth.
I'll never understand why people need to post what hey believe are personal investment call achievements on a stock message board. Does anyone really care other than the poster? Does one good dart throw make for a national champion everyone admires and follows? There is so much good INO investment information shared on the message board. Let's try to keep the clutter to a minimum.