Replies to post #96482 on Biotech Values

[poorgradstudent]

Well, i've been so wrong on Celgene at multiple levels that it's not even funny.

[DewDiligence]

Re: Generic Thalomid (lack thereof)

Why the turnabout, IYO? In Dec 2006, I posted this (#msg-15523310):

Barr is somewhat different from other generic-drug companies—their self-proclaimed raison d’etre is to pursue challenges in cases that other companies won’t touch. CEO Bruce Downey singled out drugs with a risk-management program as one facet of the business strategy.

Could the explanation be that Teva’s new management team has become more conservative in old age? This does not exactly ring true, but I don’t have a better explanation handy.