Replies to post #49477 on Biotech Values

[flatlander_60048]

FAT MARGINS

You're right the margins will draw the ire of congress to light a fire under the FOB legislation. It may also act to attract other players into the FOB space.

I found your previous post on the COWN review of the FOB landscape interesting. It appears that the review was written before NVS got the recent EU nod a week or two ago for EPO.

Thanks for continuing to call attention to FOB. A few years from now I think we will look back on this period and say it marked a golden oportunity.

FL