In short: Giroux: one of seven SMID biotechs he'd "be shocked" weren't acquired within a few years at 50–100% premiums — large pharma faces a $400–500B patent-expiration hole it can't fill with internal R&D (cf. AbbVie/Apogee: an $11B deal on which AbbVie gained >$20B of market cap). Each has potential to be a $3–10B-revenue generator.
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