Replies to post #74620 on Biotech Values

[DewDiligence]

Well then, why are you so keen on pharma M&A..

Because (for the umpteenth time) leveraging the balance sheet will allow Big Pharma to increase return on equity. Increased return on equity will lead to higher dividend payments and/or higher stock prices, which in turn will produce an increased return on investment for shareholders.

[DewDiligence]

is there any development drug program - not FoBs or other generics - which you see as really promising?

Telaprevir, Boceprevir, ITMN-191, R7128, Elvitegravir/Quadro, TMC278, IDX899, RDEA-806, TRA, AZD6140, M118… to name just a few.