No need to get all flustered, mate. Perhaps I should have clarified that I was referring to those aces promised the first half of 2014 with beefy upfront payments. I like the new Alan who doesn't let his mouth get a full freaking year ahead of reality. It isn't like he didn't understand that things can and often do get delayed (see list of other predicitons).
So, yes, I do like the Sanofi WI deal -- A LOT. Sadly the market's near-to-medium focus won't pick it up until there is a drug or two or three that is expected to roll out within a year. But, again, I'm waiting for the aces with upfront payments to arrive FINALLY.
Indi, you said, "the overnight 300mg Praluent dosing is good news for us and IMO all but pushes it to the front of the line giving rise to the possibility of commercial sales in 12-15months time if there is a desire to prioritise it." Would this timeline hold if SNY/REGN coupled the fortnightly and monthly dosing together in the priority-reviewed filing?
UNS Price at posting:
77.5¢ Sentiment: Hold Disclosure: Held
