cdb5556

Article Comment

cdb5556 commented on an article. 6:59 PM

The Weaknesses in Sanofi's Diabetes Franchise

Sanofi has had lousy R and D. (Accomplia, Ketek anyone?). They have lost Plavix, and are about to lose Lantus. That Lantus business is maxed out..most everyone that could be put on it are already using it. Hard to grow a product

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cdb5556 commented on an article. 5:25 PM

Can AstraZeneca Outperform Merck?

Soriot has already announced big layoffs..more to come I'm sure. Unfortunatley, AZ's future will be similar to SNY. they brought in a new hotshot CEO (Viebacher) who slashed R and D, laid off massive amounts of field sales and

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cdb5556 commented on an article. 5:20 PM

Health Care's Sweet 16 Stocks: Novartis vs. Bristol-Myers Squibb

not too crazy about either of these dinosaurs. Plavix patent expiration kills BMS, and Novartis is or has soon lost patent protection on Diovan. Novartis may have the better pipeline. I never pay attention to the pipeline drugs till

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