Replies to post #201140 on Biotech Values

[jbog]

I can't see why Shire wouldn't want generic Humira unless they feel that with dozens of other companies involved the competitive landscape is unfavorable.

[DewDiligence]

MNTA—The most important takeaway from today’s DB webcast is about FoB interchangeability:

https://twitter.com/DewDiligence/status/727893496812720128

[DewDiligence]

BXLT shareholder vote on SHPG merger scheduled for 5/27/16:

http://www.businesswire.com/news/home/20160414006544/en/Baxalta-Announces-Date-Special-Meeting-Stockholders-Vote

[DewDiligence]

SHPG passes on BXLT-MNTA’s Humira-FoB program:

http://finance.yahoo.com/news/momenta-pharmaceuticals-regain-global-development-120000336.html

I spoke to this outcome in #msg-122391552. SHPG is contractually required to continue funding the program for 12 months.