4 biotechs that could be the next takeout targets after AbbVie's $63 billion acquisition of Allergan

TherapeuticsMD was founded in 2008 and is headquartered in Florida. It's focused on medicines for women's health, like treatments for menopause symptoms.

AbbVie's interest in women's health "bodes well for others in the space that could broaden the portfolio meaningfully," the Stifel analysts said, like TherapeuticsMD.

Other companies in women's health, like Myovant Sciences and Obseva, by contrast, compete with AbbVie drugs like the endometriosis drug Orilissa, they said.

The drugmaker has a market cap of about $610 million.

Founded in 2005 and headquartered in North Carolina, Aerie focuses on the development and commercialization of treatments for glaucoma, retinal disease and other eye conditions.

It already has two approved drugs, Rhopressa and Rocklatan for high eye pressure. Aerie is also developing an experimental implant for diabetic macular edema, which is currently being tested out in early and mid-stage research trials.

While Stifel analysts don't believe that eye care is of as much interest as women's health to AbbVie, the drugmaker did call Allergan "a leader in glaucoma and dry eye," the Stifel team noted.

"We see AERI, with on-market Rhopressa/Rocklatan and a self-fueling pipeline, as an interesting target to maintain that leadership," they said. The analysts rate Aerie "buy" with a $30.32 price target.

Aerie has a market cap of about $1.3 billion.

Founded in 2009 and based in Massachusetts, Kala Pharmaceuticals was named after a famous hiking trail in Hawaii known for its views.

The drugmaker is focused on eye disease, with its furthest-along product, KPT-121, in late development for the short-term treatment of dry eye.

Because that drug is so advanced, Kala could also be of interest to a company like AbbVie, the Stifel team said.

Kala has a market value of about $190 million.