Biotech Values

[orangeone]

Spek may not be posturing, but it doesn't necessarily mean there is going to be a price war either. I personally would favor a bit of gentle competition as it may be in both SNY and Sandoz's long term interest to avoid this situation getting an anti-competition rap. Particularly if Sandoz manages to keep T and the big A out using patents. Of course it's irritating when the short term loss comes from Sandoz/M's share and other generics come back in before we recoup...