@Mr_Simpson @bmkb24 I bet GSK. They’re in the most transitional state to fit in some grand plan vaccine plan, and the most in need of it. I think Takeda still has to worry about fully integrating shire before tackling anything big. Outright acquiring vbiv would’ve been one thing but they aren’t really in a good place for some complicated transaction with multiple moving parts. It could be Merck, but they should just be on an oncology shopping spree, more acquisitions a la IMDZ, that’s where their future lies
@ConnorGrif @Mr_Simpson Agree... but regarding Takeda, one interesting fact that caught my eye was their plan of divesting their Ireland plant, which was inherited through the Shire acquisition... And at the same time, WuXi has $400mln project for building a manufacturing facility in Dundalk...
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