Biotech Values

[DewDiligence]

VPHM CSL:

Makes sense the FDA wants 2 products in the market…

The FDA’s actions in this case vis-à-vis orphan exclusivity are questionable from a scientific standpoint, IMO.

If VPHM and CSL were thinking outside the box, they could outflank the FDA’s rulings by agreeing to co-market both drugs, which would be more efficient for the sales reps from both companies. (The company with the more valuable drug from a commercial standpoint could receive a kicker to make the co-marketing deal equitable.)