That's the problem with intellectual lightweights (Tarriff is just an example..). They pay more attention to what other people say and do rather than having knowledge and conviction themselves. Aware of their shortcomings, they easily get bedazzled by academic stars like Langer without understanding the fit to their business plan.
Who knows what Biogen and the other companies have in mind! They may have a great product that only needs the resolution of a viscosity problem but the core of their product is covered by some other IP. Does this even matter to EGRX?
What is the fit of ARSIA to EGRX? Can somebody articulate a scientifically sound rationale? Does EGRX have any scientists, patents, know-how that gets complemented by ARSIA? Does EGRX even understand what biologics and biosimilars are?
For all I know, Langer&Co found a bunch of bumpkins loaded with money (just by serendipity...) and they sold them a waaaay overvalued asset..
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