Amgen AstraZeneca merger and Fibrogen buyout

[anonymous]

Heard this mega deal was being considered

 

[anonymous]

If by chance Enbrel patent do not hold. They would rather get rid of the INBU than have Otezla. AZ means that they gain access to MedImmune assets and Roxa from Fibrogen/AZ would be added to Neph business. Neph isn't sexy but not many companies are in it and Amgen holds a strong position.

The winner here in this merger for Amgen is gaining TSLP and bolstering oncology with BTK which fits into hem/onc business that Amgen was hoping to be a leader in. CTGF antibody adds to onc and respiratory if Amgen is able to acquire TSLP full rights with a merger with AZ.

 

[anonymous]

amgen trying to sue AZ to gain TSLP rights

 

[anonymous]

Amgen will look to acquire Fibrogen now that CEO Tom Neff unexpectedly died.

Amgen will look to acquire an IL-23 program from their partnership with AZ or get the Allergan IL-23 with the acquisition of Otezla.