Biotech Values

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ONYX

>>Micro, not sure why you think synergy is a big deal for Onxx when the key is to have a second drug that sells well.<<

Onyx is unprofitable with one drug; it may be unprofitable - or marginally unprofitable with two. So of course sales & marketing synergies are important. If you were a drug company, would you want to spend hundreds of millions of dollars per year on a sales force with each rep only selling a single drug??

>>I expect other deals in Asia and Europe.<<

Onyx plans to market Carfilzomib in Europe and outlicense it in Asia.

micro