Biotech Values

[DewDiligence]

I disagree with AMGN’s public posture regarding the time period in question. Scott Foraker, AMGN’s VP of Biosimilars, stated on the Citi webcast that there probably won’t be interchangeable FoB’s in the US anytime soon, and he implied that there won’t be any for a very long time, which I interpret to mean the rest of the decade. If I thought Foraker were correct, I probably wouldn’t be invested in MNTA.