Replies to post #150276 on Biotech Values

[DewDiligence]

Re: 15 best-selling drugs in 2012

A few comments:

1. Three of the top-4 drugs—comprising about $25B of sales—are from the TNF-a class, which is surely one of the main targets for FoB’s.

2. Plavix would have ranked near or at the top of the list if it had been on-patent for the entire year.

3. Oral anticoagulants, especially Eliquis, will be on the list in the next few years.

[ronpopeil]

Hey ghmm, any thoughts on FOLD? It seems to be similarnto BMRN. Although BMRN is more of mature company. Glaxo continues to buy shares of FOLD. They also have decent institutional ownership. Glaxo paid a premium for shares, perhaps to hedge in case good news comes out and the price takes off. I think news on their trial will be out soon. Tia

[ariadndndough]

http://www.fiercebiotech.com/special-reports/blockbuster-buzz-15-top-therapies-late-stage-development