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Replies to #64457 on Biotech Values
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ThomasS

07/21/08 8:38 AM

#64458 RE: DewDiligence #64457

DNA: That is one astonishing slide!
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Preciouslife1

07/21/08 8:49 AM

#64461 RE: DewDiligence #64457

Great slide of the "biotech" progress at DNA, Dew.

Hopefully this takeout by Roche will not cause an
exodus of brainage talent like the first go around,
and the discovery machine will continue unfettered.
The likes of Levinson, Desmond~Hellmann, Juelsgaard,
Sheller and Yang, might take flight, retire from their
huge DNA windfalls or accept their new roles with Roche.

Thanx for the slide Dewologist...appreciated.

PL1
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corpstrat

07/21/08 9:03 AM

#64462 RE: DewDiligence #64457

Not to rain on the parade, but the slides I'd like to see would have QALYs-added on the y axis and then rev per QALY-added. Herceptin and Rituxan would contribute heavily to QALY-addeds, Avastin not?