RE:RE:Re: Exelon acquisitionMrMugsy wrote: curiousj wrote: considering the price paid for Exelon, do you think given the news from Biogen, that Knight paying 3.8x sales for the product was too much? Especially knowing that Novartis can still compete with Knight through Sandoz
And ...
Demand may grow up to 10x by 2050
And ...
The potential to enter smaller geographies is certainly a GUD focus
And ...
GUD promotion will have a positive effect on sales growth
Oh ... and ...
future partnerships with Novartis are likely - new Exelon sales in ROW geographies may seal a bigger deal for other Novartis drugs.
Sorry Curious ... I just realized that you were asking a question ... while I was adding points to why there's likely success in this acquisition. I think there is lots of room to compete with Sandoz and there are countries where we can likely take the lead. Probably comes down to the ability of the sales/marketing teams.
Also, are there any other motives for buying the IP and handing it over to a 3rd Party? We don't understand this well yet. Maybe some hidden value here ???