Replies to post #97438 on Biotech Values

[biomaven0]

And today's news from Sanofi is another significant plus for Novo.

I only own two large cap pharma plays - Novo from a few years back and some BMY acquired fairly recently. I've also owned Novartis on-and-off over the years but never managed to make money on it - my timing has always been off.

[tinkershaw]

Bydureon will have better efficacy, the head to head will show that. But beyond that, at least initially, it will be whether 1x a day pen delivery, or 1x a week 23 gauge needle (with some mixing) will become the drug of choice.

Also going for AMLN is that the existing byetta users are likely to be a large pool of initial drug switchers to bydureon.

Tinker