Replies to post #215944 on Biotech Values

[DewDiligence]

(EGRX)—Should knock out [Bendamustine/Rituxan] as the SoC in 2L if people can get over TLS.

Bearish for EGRX's Bendeka, but that product has a sell-by date of Nov 2019 in any case.

[DewDiligence]

ABBV/Roche—In the MURANO study, the HR for (still immature) OS is 0.48 (slide #15 with today's webcast).