News Focus
News Focus
Post# of 257253
Next 10
Followers 17
Posts 1093
Boards Moderated 0
Alias Born 05/12/2007

Re: DewDiligence post# 121506

Sunday, 06/12/2011 3:18:39 PM

Sunday, June 12, 2011 3:18:39 PM

Post# of 257253

Quote:
…biib will be a better [FoB] partner [for MNTA] than Sandoz.
I disagree. When Wheeler spoke on the GS webcast of companies who “cannot get out of their own way in protecting their legacy businesses,” I immediately thought of BIIB. It is presumably one of the companies where executives worry unduly that their branded biologics could eventually be cannibalized by MNTA’s biogenerics.



BIIB has also stated that they themselves would need a sales/marketing partner for their FOB efforts. So I don't see MNTA partnering with someone who has the manufacturing, but not the other requisite capabilities.

Trade Smarter with Thousands

Leverage decades of market experience shared openly.

Join Now