Replies to post #133404 on Biotech Values

[DewDiligence]

AMGN/WPI—Do you have a guess as to why they would do a cancer deal excluding AMGN oncology drugs, but not include TNF drugs while excluding Enbrel?

FoB’s for Humira and Remicade could eat into AMGN’s Enbrel franchise in a small but non-trivial way.