Replies to post #189526 on Biotech Values

[DewDiligence]

Re: FoB pipelines

What’s striking in these PFE and AMGN slide sets is the degree of overlap—all five FoBs in PFE’s pipeline (excluding what will be acquired from HSP) are in AMGN’s pipeline: Humira, Avastin, Herceptin, Rituxan, and Remicade.

[DewDiligence]

PFE’s Humira FoB is being tested as both a prefilled syringe and a pen:

https://clinicaltrials.gov/ct2/show/NCT02572245

Comments?

[DewDiligence]

AMGN slides from Barclays 10/7/15 FoB symposium:

http://phx.corporate-ir.net/External.File?t=1&item=VHlwZT0yfFBhcmVudElEPTUyMDQ4NjR8Q2hpbGRJRD01OTc0MzY=