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15 handpicked stocks

MASH Stocks: Could Roche's Deal Spark More M&A?

Roche's $3.5 billion acquisition of 89bio for its liver disease drug highlights the growing MASH treatment market. This deal creates a potential tailwind for other biopharmaceutical companies developing therapies for liver and metabolic conditions.

Author avatar

Han Tan | Market Analyst

Published on September 21

Your Basket's Financial Footprint

Market capitalisation breakdown for the MASH stocks basket, showing concentration among the largest constituents.

Key Takeaways for Investors:
  • Large-cap dominance suggests generally lower volatility and closer tracking to broad-market moves versus small‑cap biotech swings.
  • Use this basket as a portfolio core holding for steady exposure, not as a high-risk speculative trade.
  • Expect measured, long‑term appreciation rather than rapid, explosive gains; growth is likely gradual.
Total Market Cap
  • ETNB: $2.20B

  • MDGL: $9.58B

  • ALT: $356.56M

  • Other

About This Group of Stocks

1

Our Expert Thinking

Roche's massive $3.5 billion acquisition of 89bio has spotlighted the enormous commercial potential in treating liver diseases like MASH. This deal signals that big pharmaceutical companies are actively hunting for innovative biotechs in this high-growth market, creating potential opportunities for similar companies with promising drug pipelines.

2

What You Need to Know

These are primarily clinical-stage biopharmaceutical companies focused on developing novel therapies for liver and metabolic conditions. The market for MASH treatments is rapidly expanding due to the growing obesity epidemic, creating significant unmet medical needs that these companies are working to address.

3

Why These Stocks

Each company in this group has been handpicked based on their involvement in developing treatments for liver diseases and metabolic disorders. With increased M&A activity in this space, these smaller firms with promising drug candidates may become attractive acquisition targets for larger pharmaceutical companies.

Why You'll Want to Watch These Stocks

🎯

M&A Target Potential

Following Roche's massive acquisition, these biotech companies with promising liver disease treatments could become the next takeover targets for big pharma looking to expand in this lucrative market.

📈

Growing Market Demand

The MASH treatment market is expanding rapidly due to rising obesity rates, creating significant commercial opportunities for companies developing effective therapies in this underserved area.

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Innovation at the Forefront

These clinical-stage companies are developing cutting-edge treatments for liver and metabolic diseases, positioning themselves at the centre of a healthcare revolution that could transform patient outcomes.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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