Re: Big pharmaceuticals CEOs are all conveying same orchestrated message
There is a lot of wisdom in what you’re saying, but when you put it to the test, it would just be increasing the valuations of companies that they may want to buy. That’s against their wishes and I think they would prefer to be stealthy.
Many of these target companies are loaded with cash because they just came public or did secondaries. Many have a cash runway only for the rest of the year. I think when you’re going after somebody you want them as weak as possible to make them easy prey.
So it may be better to just buy a few yourself if you want to assume the risk of companies that are running out of money… Or just push the easy button and buy the beaten down index….especially if you think these guys are only Posturing to make it look like they’re not interested!! They are interested, and work every day toward getting what they want at the cheapest price. It is a good time to be a M&A broker specializing in small bio’s IMO.