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DewDiligence

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DewDiligence

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Re: DewDiligence post# 189526

Saturday, 04/04/2015 11:55:12 AM

Saturday, April 04, 2015 11:55:12 AM

Post# of 257302
Re: FoB pipelines

What’s striking in these PFE and AMGN slide sets is the degree of overlap—all five FoBs in PFE’s pipeline (excluding what will be acquired from HSP) are in AMGN’s pipeline: Humira, Avastin, Herceptin, Rituxan, and Remicade.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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