Biotech Values

[orangeone]

Thanks alot Dew - will watch that. Sanofi's choice to launch the AG itself rather than through a 3rd party seems promising in that control is maintained in the duopoly until Ampha launches. The self AG versus 3rd party AG seems like an important distinction (and maybe it would interesting to look back to see if the Sandoz-MNTA contract distinguishes the two cases?). I wish I knew what the rationale was that led to their choice of self AG. Maybe given the complex nature of the product, it would have been hard for Sanofi to authorize a 3rd party?