Replies to post #85281 on Biotech Values

[DewDiligence]

…i think bmy agrees with me…

You mean they did agree when they inked the Lambda deal. Would BMY do the same deal on the same terms today? Doubtful, IMO. Ditto for NVS and the deal they struck with HGSI for Albuferon.

[DewDiligence]

please notify me when a true all-oral…begins testing - because even roche isn't there yet with their Inform trials. all the headlines are misleading imo since every arm has soc following the combo run-in.

Please consider #msg-44700438 as evidence that you have been duly notified :- )