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Howeeme

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Howeeme

Re: biotechinvestor1 post# 9988

Monday, 03/17/2025 11:34:10 AM

Monday, March 17, 2025 11:34:10 AM

Post# of 10213
Bottom line is that we have a competitor.

We need to resolve Merck patent litigation before we know how strong the patents truly are.

We need to see some action on new deals AI related or not.

There are plenty of fish in the sea for conversion to sub q so having one competitor is probably not as big a deal as it may seem now.

Competition may be way off in the distance as candidates need to go to the clinic before they have 5 years to market. Azn has to name the candidates before that even starts. Could takes years for that to even happen.
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