Thanks for the response, I came up with Sanofi, Pfizer and Bayer too. I think it's interesting to see Sanofi and Pfizer up there because as I understand it DEP docetaxel and DEP cabazitaxel will take market share from Sanofi (USD3.5b annual revenue for Sanofi's Taxotere and Jevtana blockbuster drugs respectively) and DEP irinotecan will take market share from Pfizer, in addition to their BV drugs. Given that SPL could potentially take USD4b+ annual revenue from Sanofi alone, it makes for interesting times. Sanofi is on a tear with acquisitions this year, and who knows how much SPL will take from Pfizer and other big Pharmas with better, first in class drugs. It will be interesting to see who the 2 silent pharmas they are collaborating with are and what drugs they are working on, in addition to AstraZeneca and AZD0466. There are going to be some big catalysts this year, and any one could start a bidding war given the billions in revenue that is up for grabs.
