Replies to post #207817 on Biotech Values

[DewDiligence]

ARIA/Takeda—Regarding the "Are you still committed to R&D in Japan?" question, it reminds me of the same question posed to the then CEO of Sanofi when he did the Warp Drive deal.

I'm pretty sure the question came from a member of the Japanese news media rather than an investment analyst. It's a reminder that concerns about globalism are not limited to the US and EU.

[DewDiligence]

Biomaven, thanks for helping me develop the conviction to hold on to ARIA.

Eerily, the Brigatinib comments on Takeda's CC by CSO/CMO Andrew Plumb were almost xerox copies of blurbs Peter has written on this board and elsewhere.