Feuerstein's Biotech-Stock Mailbag

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Onward. Ron R. wants to play a game of M&A speculation. He writes:

"Would it make good business and scientific sense for Gilead Sciences(GILD Quote) to buy Vertex Pharmaceuticals(VRTX Quote)? Gilead is the Master of the Universe when it comes to treatment of viral diseases, and is interested in cystic fibrosis. Vertex is the leader in the race to develop a highly effective hepatitis C anti-viral therapy, and has made a major breakthrough in discovering a drug that modifies a fundamental defect in cystic fibrosis. Gilead has the money, Vertex is cheap. Is this a fit? If you were [Gilead CEO] John Martin, would you buy Vertex?"

I love this kind of speculation. It's fun. However, I don't quite see these two companies getting together. I still like my crazy idea of Gilead merging with Genentech(DNA Quote).

I don't think I've ever predicted a merger or takeover; my track record is horrible, just look back at this column from 2003. (Try not to laugh too hard.)

But I'm not about to let futility get in my way. So Ron, I'll see your Gilead-Vertex, and raise you a Pfizer(PFE Quote)-Rigel(RIGL Quote). How about a Roche-Pharmasset(VRUS Quote)? Bayer-Onyx (an oldie but a goodie.) Some company is going to buy Middlebrook Pharmaceuticals(MBRK Quote). Amgen(AMGN Quote)-AMAG Pharmaceuticals(AMAG Quote). Or will Roche buy AMAG?

Don't ask me.