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DewDiligence

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DewDiligence

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Re: acgood post# 131917

Monday, 11/28/2011 11:20:27 AM

Monday, November 28, 2011 11:20:27 AM

Post# of 252816

I was reading the transcript of the MRK r&d day from november, it has a good outline of their thoughts on biosimilars. Do you think they'll change their plans at all with the announcement of the new enbrel patent?

MRK may have anticipated the issuance of this patent and kept mum for competitive reasons. If not, they have a problem in the US market but could still sell the Enbrel FoB elsewhere.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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