It is very interesting to see strategic assets (like drug discovery) loose their exclusivity, especially when what's left are soft skills like marketing and sales, for which there really is no long term competitive value other than scale. Horrifying, really, if you are big pharma...lucky there are now lots of targets and only a few BT labs with real money. Tells you how well managed (from a McKinsey point of view) is Pfizer.
I don't know the sector, but why do you think no mention was made of Ilex Oncology...because it is not yet offering marketing and sales or maybe just not big enough?
Anyway, have a good weekend everyone. A bad month, but no worries, BT leads the way in 2001...More Rituxan, More Enbrel, Bexxar, Zev, C225, Aranesp, Xolair, Lilly sepsis, Mabs galore, cancer vaccines, sleep and wakefulness drugs--and, drumroll, anti-C5 (data only). I'd add xcytrin if I knew how, when a patient with metastatic cancer in the lungs liver, brain and breast dies, they know the patient died other than from the brain metastises.
--Wilder |
