Biotech Values

[DewDiligence]

…who among big pharma do you feel is best positioned at the current time to benefit from the new anticoagulant market (#msg-51498792)?

The answer, IMO, is Boehringer Ingelheim for the reasons set forth in #msg-51498625; you can’t buy the stock, however, because the company is private.

Among the nine* Big Pharma mentioned in the Barron’s article posted by turtle, BMY probably has the most upside from the anticoagulant market by dint of the Apixaban program, which is a joint development with PFE.

Two other companies with significant upside that were not mentioned in the Barron’s article are Daiichi Sankyo and Bayer.

*Roche PFE NVS MRK GSK SNY AZN BMY LLY.