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Tuesday, July 31, 2018 12:35:35 PM
The way I'd approach it is, let CSL and Baxter do their thing. Killing them off right away is not so good. Competition is good in the sense that it makes everyone aware of what is being offered.
When I'm in Oahu, I'd go to Northshore to taste their famous shrimp plates. Signs are posted everywhere to attract customers. It kinda gets you excited just to be there. There are so much customers and tourists that all vendors gets their share. But I know which is the best one and I go there. Same principle applies here, I think.
But, what I think the game changer is and will really blow this wide open in Momenta's favor is … self infusion or self medication. This is where the rubber meets the road... This is where the competition will eat dust. Momenta, through their proxies, can educate patients or family members how to do it. Once that happens- look out.
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