Replies to post #147274 on Biotech Values

[genisi]

Apropos to NVS:

Novartis yanks imatinib PAH NDA; FDA wants more data, cancels AdCom

http://www.pharmalot.com/news/topic/Novartis/

[NP1986]

Thanks for your input. What are your thoughts on Sandoz's prospects in the biosimilars market?

[mcbio]

I like ABT and PFE better (see below) and didn’t think I needed to own three Big Pharma.

Does JNJ's Janssen unit cause you to give any serious consideration to JNJ on your list? I'm really impressed by the drugs Janssen is now involved with. You have the deal with PCYC for ibrutinib, which most expect to be a huge drug down the road. There's the deal for Genmab's daratumumab today, which seems like a novel and interesting MM drug. And I'm obviously partial to the collaboration with Medivir on TMC435 as a Medivir long. Not sure what other drugs Janssen is involved with off-hand. All told, Janssen seems like a very impressive unit to me, which could have an impact on JNJ down the road.