Replies to post #250504 on Biotech Values

[jbog]

This is Novo's Foundation that's buying Catalent and it is then selling 3 facilities to Novo. This is the quickest way for production but over the years Catalent has been acting more like Hospira than Lonza. Not a prime group at this time.

[DewDiligence]

Re: Peptide manufacturing capacity

Roche and LLY are playing hardball by siding with the FTC in an effort to block NVO from increasing its Wegovy manufacturing capacity by acquiring CTLT:

https://www.reuters.com/business/healthcare-pharmaceuticals/roche-comes-out-against-clearing-takeover-drug-manufacturer-catalent-2024-10-23/

Big Pharma don't ordinarily oppose acquisitions by other Big Pharma, but the obesity market calls for unconventional maneuvers, evidently.