Roche CEO says only the big will survive in generics. With no...

Roche CEO says only the big will survive in generics. With no clear point of difference over competitors me-too drug makers will go the way of the dinosaur.

ACL are not big. ACL will never be big. Ergo, ACL will not survive. Dr. Reddys and GSK are and will.

Already they have lost first mover advantage to a competitor with others on the way. All of which have very little point of difference.

The only thing that can give ACL holders hope is a takeover bid, full or partial, from Dr. Reddy's and/or GSK.

Makes no difference what Bioshares or anyone else says. I would much rather take my cue from the CEO of Roche thanks.