Knight Therapeutics Inc T.GUD

Re: Exelon acquisition

[curiousj]

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

[MrMugsy]

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.

[MrMugsy]

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

[Chianchin]

Biogen (BIIB) – Biogen added 1.4% in the premarket after UBS upgraded the drug maker’s stock to “buy” from “neutral,” and Bernstein raised its rating to “outperform” from “market perform.” Both firms base their upgrades on the potential sales bump from the Food and Drug Administration’s approval this week of Alzheimer’s disease treatment Aduhelm.

[Spirou25]

You are pathetic. Two options : 1) You're paid to post here. 2) You need to take medication.

[Chianchin]

Patetic? Simply reprting the Bermstein Firm upgrade of Biogem. It is a simple a zero sum game/business  situation where losses of business incurred by a company/player in transactions/sales  result in an equal increase in gains/sales of the opposing company player. Simple math

[schocor]

Are you expecting latin America to approved Biogem? Seriously? What is your timeline for this approval look like? I am expecting "crickets".

[Spirou25]

The two drugs don't even compete

[Chianchin]

Most midle class Latam resident travel to South Florida. The first spoken laguage there is espagnol and half of the condos are owned by person living in Latam. They also got vaccinated way before we did in Canada. They care about their seniors a lot in Latam. Try to read Latam news and save yourself some more $$ losses