Replies to post #164236 on Biotech Values

[DewDiligence]

NVS—Biased because I worked on the [Afinitor breast-cancer] global launch plan…

Thanks for the additional disclosure. Although NVS did not provide any hard numbers concerning the proportion of Afinitor growth stemming from breast cancer, they did point out on yesterday’s CC that the growth rate from BC in the US has slowed in 2Q13 relative to 1Q13 and that the BC indication is just getting started in the EU due to the extended country-by-country negotiations for reimbursement.