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DewDiligence

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DewDiligence

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Re: steveporsche post# 76850

Tuesday, 04/28/2009 9:35:10 PM

Tuesday, April 28, 2009 9:35:10 PM

Post# of 252302
Re: IMCL as a valuation comparator

...BMY was partnered with IMCL back in 2001 so profits are split with them.

The US economics of this partnership are highly favorable to LLY (IMCL), as explained in my reply to p3analyze (#msg-37386017). So much so that, from a valuation standpoint, Erbitux is tantamount to a wholly owned LLY drug in the US market.


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

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