AMAG May Have Its Pick of Suitors

Who will acquire AMAG Pharmaceuticals(AMAG Quote)?

Perhaps it's a bit premature to speculate on a takeout of the company just a few days after the approval of Feraheme. After all, AMAG's injectable iron replacement therapy won't even launch commercially until later this month, and as I pointed out Wednesday, Feraheme carries some uncertainties and risks as it enters the competitive chronic kidney disease treatment market.

But the changing landscape for treatment of dialysis and pre-dialysis patients, especially the specter of Medicare dialysis bundling looming in the near future, also means that incumbent players in this market need to take big steps to ensure their future success. ...