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Stock Watch: Biogen, Blood In The Water

The Acquisition Targets Of A Company In Trouble May Not Be Enthusiastic

 
• By Andy Smith

When almost everything that could go wrong has gone wrong at a company, the proposition of it turning acquirer may meet with some resistance from its proposed targets and their investors.

Andy Smith
ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS

The trials and tribulations associated with Biogen, Inc.’s anti-amyloid antibody Aduhelm (aducanumab) have taken the product from a potential blockbuster asset via de minimis sales to a commercial liability. Without Aduhelm’s expected sales, Biogen’s ex-growth product portfolio now leaves it with few strategic options apart from, if press reports are to be believed, a merger or acquisition.

Even before Biogen’s most recent shoe dropped in the Aduhelm saga – the proposed restrictive coverage with evidence by the...

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