Shows
BioBusiness.TV, the podcast! ver2IMCL + BMS Deal Review with Katherine KimYou are Watching:
ImClone likely to be Acquired by BMS in the $65-70 range, says Katherine Kim [BoA]
Was BMS’ offer to ImClone shareholders to be expected? What was Carl Icahn’s role? How is ImClone’s stock to be valued by BMS and other shareholders? Katherine Kim takes an in-depth look at the drugs, the pipeline, the markets and indications, and benchmark premiums. She believes this deal is very likely to close, and when it does, it will be in the $65-70 range.
This interview was conducted at the NASDAQ Marketsite, on August 25th, 2008, in New York City.
Featuring:
* Kather...
2008-08-2501 minBioBusiness.TV, the podcast! ver2DNA + ROCHE Deal Review with Katherine KimYou are Watching:
Genentech / Roche, Good Time for a Deal; Talent Unlikely to be Retained, says Katherine Kim [BoA]
Genentech is at a turning point, and the time would be right for an acquisition by Roche (if there were any). Her price target is $110 per share. Katherine and Daniel review the value drivers in Genentech, and the willingness of both Roche and Genentech CEOs to make this deal happen.
This interview was conducted at the NASDAQ Marketsite, on August 25th, 2008, in New York City.
Featuring:
* Katherine S. Kim, Principal and Senior Biotech Analyst, Banc of America Securities
* Daniel Teper, Managing...
2008-08-2501 minBioBusiness.TV, the podcast! ver2Katherine Kim on Sector Cash InflowYou are Watching:
Maturing Biotech Sector Likely to see Large Cash Inflow after Genentech & ImClone Deals, says Katherine Kim [BoA]
The $60+Bn generated from large cap acquisitions are likely to be reinvested in biotech, specifically in 4 tranches of the sector. Katherine Kim reviews gives us the rationales behind this thinking. She also expects increased M&A activity in the years to come.
This interview was conducted at the NASDAQ Marketsite, on August 25th, 2008, in New York City.
Featuring:
* Katherine S. Kim, Principal and Senior Biotech Analyst, Banc of America Securities
* Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman...
2008-08-2504 min