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DewDiligence

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DewDiligence

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Re: acgood post# 133404

Tuesday, 12/20/2011 1:20:50 PM

Tuesday, December 20, 2011 1:20:50 PM

Post# of 257580

AMGN/WPI—Do you have a guess as to why they would do a cancer deal excluding AMGN oncology drugs, but not include TNF drugs while excluding Enbrel?

FoB’s for Humira and Remicade could eat into AMGN’s Enbrel franchise in a small but non-trivial way.

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

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