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Re: DewDiligence post# 136596

Monday, 02/06/2012 9:15:16 AM

Monday, February 06, 2012 9:15:16 AM

Post# of 257253
I recall Treemer being quite bullish on Lemtrada (Campath) even before using it as the center piece of negotiations with Sanofi. I am not sure how to take Viehbacher comments now that appear to be cautiously bullish. My first instinct is that he is being a good CEO and promoting his product. I recall a while back IJ seemed very reluctant to try the drug because of the safety risk. I tend to think it will be therapy of last resort.

I don't recall the manufacturing components but the bulk of the CVR was Campath and it seems the market is not expecting impressive sales.
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