Dan Jacome

Johnson & Johnson Steals Mentor Corp.: Who's Next?

Good article on Botox claims in the recession here

online.wsj.com/article...

Johnson & Johnson Steals Mentor Corp.: Who's Next?

"extreme distress" on AGN is an exagerrated claim - they have the eye care business, c'mon!

Johnson & Johnson Steals Mentor Corp.: Who's Next?

Dannyboy,

GILD is certainly one of the more attractive franchises out there - we've heard a lot of rumor concerning a potential MRK/GILD combination in 2009, but at this point, its a lot more rumor than cold fact.

Johnson & Johnson Steals Mentor Corp.: Who's Next?

ENuff,

thanks for compliment - yes, JNJ going for AGN could also work, although a stretch since JNJ just came off 2 deals. Having a Botox product to supplement its new Mentor-based implant business would be awesome, but wouldnt that negate the work MNT is doing now with Purtox?

Funny thing is, this whole deal is JNJs way of getting back @ AGN for the latter grabbing Inamed off the market years ago

Cramer's Mad Money - Will Pfizer Buy Allergan? (12/3/08)

He has a great point with PFE needing to do a deal, although, he forgets to mention how much competitive pressure Botox may come under over the next 2-3 years. Its eye care business is half if its sales and that part of the company seems better "protected" from competition.

Medicis is a company that will most likely get picked off before Allergan does. The price tag would be < $1B and the suitor would get the #1 dermal filler player in the country (which will also benefit from Baby Boomers entering peak years - fillers target older people, Botox typically people under 50) and access to a top acne drug - Solodyn - which wont go generic probably until 2011 or at the latest, 2013.

Credit Suisse Healthier 15: Investors Get the Skinny on Fat Fighters

DKS has been a terrible investment for us, the St tested $30 level 3 times and then the stock snapped like a breadstick...