And exactly how much is this revenue generation going to cost? Not the 14 billion market cap that BIIB has right now. More like 20 plus billion. Tysabri could easily get a wave of PML over the next 12-18 months and put the entire franchise in jeopardy. Genentech could buy Rituxan rights, CD20 competition is right around the corner, Avonex price increases will only go so far, Emerging MS competition, Where does Elan fit into the game, will the pipeline pan out? ....I'd say that's a hefty price tag for the risk it assumes. But maybe I miss the point as you say...time will tell. I still say Genz or Celg is the way to go.
The brilliant people at Zacks also fail to realize that BIIB won't sell out at the current market price, it will take just a little bit of a premium ya think?
Is someone could explain to me why BIIB is the best target for PFE, I'd love to hear it. Tysabri is really the future growth driver of BIIB, and it's future looks questionable at best. Rituxan is going to start losing major steam, so is Avonex.
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