Replies to post #131153 on Biotech Values

[jq1234]

I don't think it needs serious safety issue to dampen commercial outlook. Remember, MDV3100 still has to compete against Zytiga, it needs much better AE profile than Zytiga plus prednisone.

[rkrw]

I think MDVN made a strategic blunder in partnering out the US with Astellas. If the US were unencumbered these guys could write their own ticket right now. As it is, investors are somewhat captive to the ceo, sell the company to Astellas, stay independent but focus only on expanding 3100 or will he try to empire build and pull in a pipeline, potentially damaging shareholder value?