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Message: Eli Lilly CFO Comment

https://endpts.com/in-active-shopping-mode-eli-lilly-plots-one-deal-per-quarter-as-it-scouts-dermira-like-assets-up-to-5b/

“We are looking at Dermira-like opportunities targeting assets in the $1 billion to $5 billion range,” Lilly CFO Josh Smiley told Reuters. “We’d like to be doing something in the range of one per quarter or so.”

I wonder if Smiley is talking about RVX.  $1 to $5 billion would be almost tailor made to buy out RVX.  

Not all of them would have to be nearing the finish line as lebrikizumab was. In fact, Smiley added that he sees the most opportunity in earlier stages of development — and they have an appetite for a range of deal structures from licensing to acquisitions to anything in between. Drugs for pain, immunology and neurology are of high interest.

This almost sounds like RVX talking to Eli Lilly...partnerships is one option.  The only bummer is that "drugs for pain, immunology and neurology" are of high interest.

Any thoughts?

Iconoclast

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