Biotech Values

[miljenko]

Jim, price increase is an option. Near term it will probably be stable, after that incremental (inflation) increase. Much bigger risk to DCF is AZN drug, generic, OTC,...and possibility for real world data that may (IMO, it will) diminish that 25% benefit.

Can Gov (NIH) run their own CVOT trial comparing several different Omega-3 formulation? IF AZN omega-mix show positive but bit smaller effect? Like they did for avastin/Lucentis/Eylea...