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Re: goodJohnhunting post# 91000

Saturday, 09/08/2012 12:30:40 PM

Saturday, September 08, 2012 12:30:40 PM

Post# of 346476
I'd go with Sanofi over Roche. Roche could delay the development of bavi. I'ts been done before. Roche already owns a large chunk of the oncology market. Their benefit from bavi coming to the market is diminished by the fact that they would be cutting into their own business. But Sanofi would be enlarging it's market share in all areas. And as you pointed out, they already have an incredible distribution channel for their taxane.
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