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acgood

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acgood

Re: DewDiligence post# 131916

Monday, 11/28/2011 11:11:13 AM

Monday, November 28, 2011 11:11:13 AM

Post# of 252388
I was reading the transcript of the MRK r&d day from november, it has a good outline of their thoughts on biosimilars. Do you think they'll change their plans at all with the announcement of the new enbrel patent? That is their lead program right now, already in phase 3 trials.

I would place the order of prediction as PFE-NVS*-wildcard-MRK-SNY

*via buyout most likely

Any comments here may have previously been disseminated on Twitter @BioDueDiligence or at www.biotechduediligence.com

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