Healthcare: Is Biogen A Beat-Up Bargain? And Is Bristol-Myers' Mega-Merger On the Rocks?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 27 March 2019
⏱️ 27 minutes
🧾️ Download transcript
Summary
Biogen's shares fell 30% because it's bailing on a once-promising Alzheimer's disease drug, but it might not be a bargain worth buying yet. Also, why a shareholder revolt could cause Bristol-Myers and Celgene's merger to fall apart.
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| 0:00.0 | Thanks to Hello Monday from LinkedIn for supporting Industry Focus. |
| 0:03.7 | Hello Monday is a new podcast from LinkedIn's editorial team |
| 0:07.7 | about how to get the most from Monday and your career. |
| 0:11.6 | Find Hello Monday on Apple Podcast or wherever you listen to |
| 0:15.8 | podcast. Welcome to Industry Focus, the show that dives into a different |
| 0:22.3 | sector of the stock market every single day. |
| 0:25.0 | Today is Wednesday, March the 27th and we're talking health care. |
| 0:30.0 | I am your host Shannon Jones. I'm joined via Skype by health care guru Todd |
| 0:34.8 | Campbell. Todd how are you? |
| 0:36.8 | Doing well Shannon looking forward to today's show. |
| 0:39.8 | I've been so excited of course any time biotech news drops it's always like the day |
| 0:44.6 | after we record an episode. So I was beating myself up with all the news that's |
| 0:50.8 | been happening because I was like oh we should have gotten this |
| 0:52.5 | in last week but it just made me more excited for this week Todd. |
| 0:56.4 | Today's show for our listeners is all about a big old pipeline blow-up. |
| 1:01.8 | We've also got some gene therapy M&A news and we're going to be |
| 1:06.0 | breaking down the latest drama for the merger everybody is watching. But Todd |
| 1:11.6 | let's let's kick things off with the story that everybody's |
| 1:15.4 | talking about and that is none other than Biogen ticker symbol B I. |
| 1:20.3 | B. I. B. For our listeners, no other way to say it other than this is probably going to be the |
| 1:29.2 | year's biggest pipeline blow up, no doubt. |
| 1:33.0 | But it was these late stage trials for a drug called Adukinumab being studied for Alzheimer's |
... |
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