Replies to post #177138 on Biotech Values

[DewDiligence]

After acquisition of NVS’ animal-heath business for $5.4B, LLY will rank #2 (behind ZTS) in that industry; formerly, LLY was #4 and NVS was #7:

http://online.wsj.com/news/articles/SB10001424052702303825604579517363994241706

[DewDiligence]

Barron’s piece on GSK cites NVS and ABT as comparators for valuation purposes, which is odd insofar as NVS and ABT don’t have much in common with each other:

http://www.barrons.com/articles/a-shot-in-the-arm-for-glaxosmithkline-1445665382