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Post# of 252337
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Re: DewDiligence post# 241169

Wednesday, 01/12/2022 5:09:47 PM

Wednesday, January 12, 2022 5:09:47 PM

Post# of 252337

They are great at execution in immunology, but I think that can only take you so far given the headwinds and intensifying competition. This is one of those "two turkeys don't make an eagle" situations. Even in the best case (which we are definitely no longer in, as far as the JAKs are concerned), replacing HUMIRA revenue across all of its indications (while competing with it) would be a very tall order.

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