Biotech Values

[biotech_researcher]

SNY/NVO/LLY—More on the competitive landscape in diabetes:

blogs.wsj.com/pharmalot/2014/10/28/sanofi-diabetes-outlook-signals-an-undisciplined-price-war-may-erupt/

The rumor of a CEO change at SNY appears to have little substance. Viehbacher is not going anywhere, IMO.

From that article:


"In fact, the U.S. payer market is consolidating. Glaxo, as Moneybeat notes, estimates that the 10 largest commercial plans now control 86% of the marketplace, creating more visibility on contracting strategies and pricing. “I think you have a general shift in power toward the purchaser,” Glaxo chief executive Andrew Witty told analysts last week. Glaxo, for instance, is struggling to successfully launch its new Aroro respiratory treatment."


Dew, have you accessed this group from an investment standpoint?