Awful market day!! Some of our biotech stock plays did get mentioned this morning as possible buyout targets. Thought we would pass this along. The market's big drop or big drops in these stocks may create good buying opportunities. Epizyme, Blueprint among cancer companies that fit M&A criteria, says Jefferies $EPZM, $BPMC, $DCPH, $MTRX, $IMMU, $KPTI, $AGIO Jefferies analysts Michael Yee and Andrew Tsai noted that of the 66 standalone small-to-mid cap companies with an approved oncology drug in the last decade, 22 of those, or 61%, were ultimately acquired. Within that context, they noted that Epizyme (EPZM), Blueprint Medicines (BPMC), Deciphera (DCPH), Matrix Service (MRTX) and Immunomedics (IMMU) are some of the oncology companies that continue to fit the M&A criteria they examined. The analysts also noted that the M&A rate is over 55% for standalone oncology SMIDs with an approved oral, small molecule, adding that it is possible Epizyme, Blueprint, Karyopharm (KPTI) and Agios Pharmaceuticals (AGIO) could be attractive M&A candidates since they have maintained sole U.S. rights. Yee and Tsai additionally noted that with 22 cancer IPOs in 2019 that the M&A "pool is being replenished." Here at WTT, we also like $AMRN and $TGTX as great candidates for M&A. $COLL and $HZNP are good longer-term biotech/drug stocks to own. $EPZM, Epizyme, Inc. / H1 Disclosure: I may trade in the ticker symbols mentioned, both long or short. My articles represent my personal opinion and analysis and should not be taken as investment advice. Readers should do their own research before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal. If you liked this article, please click the LIKE (thumbs up) button. Feel free to leave any comments, question, or opinions. (Sign-up if you haven't already done so). Follow us/bookmark us and check back occasionally for additional articles or comments on our page... Wild Tiger Trading - start/main page