4.6 • 854 Ratings
🗓️ 8 August 2018
⏱️ 26 minutes
🧾️ Download transcript
Here’s why activist billionaire investor Carl Icahn is telling Cigna shareholders to vote against its purchase of Express Scripts. Also, what Regeneron Pharmaceuticals and bluebird bio's new deal means for investors.
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| 0:00.0 | This episode of Industry Focus is brought to you by Sinios Health, a new fully integrated |
| 0:04.8 | bio-pharmaceutical solutions organization that's the result of a merger between |
| 0:08.8 | Inc. research and inventive health. Sinios Health is focused on a simple end goal, shortening the distance from lab to life. |
| 0:16.7 | To learn more, visit sinios Health.com. |
| 0:19.3 | podcast. Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:27.0 | Today is August 8th, it's Wednesday, and we're talking health care. |
| 0:30.0 | I'm your host Christine Harjus and I'm joined by fool dot com contributor Todd |
| 0:34.0 | Campbell via Skype. Interesting news on the partnership front from Blue Bird |
| 0:38.6 | Bio and Regeneron, the companies are collaborating on half a dozen targets in blood cancer, |
| 0:44.0 | combining Bluebirds approach to T cell modification with Regeneron's Velosisuit technologies. |
| 0:51.0 | Todd, what's the scoop? |
| 0:52.0 | Not quite the deal people were hoping for though, probably Christine, right? |
| 0:56.0 | Yeah, maybe. |
| 0:57.0 | I still don't think it's exciting, but... |
| 0:59.0 | It is, it is. |
| 1:00.0 | There's actually a few different takeaways that I have, but I think that, you know, and we'll get to the nitty-gritty and why I think that I see a little sanguine about it, but I think that a lot of people have been thinking since Juno was acquired by cell gene for such a big |
| 1:15.6 | amount earlier in the year and Kike got acquired by Gillian Sciences and Bluebirds working on gene |
| 1:21.3 | therapies too that may maybe an entire lock, stock, and barrel deal could |
| 1:26.9 | get done. |
| 1:27.9 | And I think that, and again, we're going to get into the details in a minute, I think that this |
| 1:31.6 | maybe, you know know suggest that's not |
| 1:34.0 | going to happen anytime soon. There were three big takeaways that I had about this |
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