Biotech Values

[dewophile]

BMY
i can't belive how textbook perfect the pieces fell in place for BMY. first pfizer's CTLA-4 drug fails causing medx shares to fall, bmy buys them out relatively cheap, and now they are going to have the market all to themselves. great for bmy and great for pts
PS: i wonder if pfizer is going to resurrect the program in melanoma - particuarly if much of the treatment effect is in the high LDH pts who were excluded in the tremelimumab study