Replies to post #131917 on Biotech Values

[DewDiligence]

I was reading the transcript of the MRK r&d day from november, it has a good outline of their thoughts on biosimilars. Do you think they'll change their plans at all with the announcement of the new enbrel patent?

MRK may have anticipated the issuance of this patent and kept mum for competitive reasons. If not, they have a problem in the US market but could still sell the Enbrel FoB elsewhere.

[DewDiligence]

Re: Most likely FoB partners for MNTA

I would place the order of prediction as PFE-NVS (via buyout most likely)-wildcard-MRK-SNY

I don’t like mixing buyout vig and FoB partnership in the ranking of candidates because I think it’s more helpful for investors to consider these items separately. Who are your wildcard(s)?