Monday, January 15, 2007

AstraZenecaBristolMyersSquibb?

Some think that the "sweet deal" is just a prelude to somthing more permanent:

To me this looks like the first step in a possible future merger. If the drugs are blockbusters then it might make sense in the future for them to merge rather than continue the partnership. Only time will tell. Saxagliptin is in late stage clinical trials whereas dapagliflozin is somewhere in the middle of the process, so it will be several years before we’ll know how this plays out. My best guess; if both drugs are approved and are blockbusters then the companies will likely merger sometime after 2010.

Thoughts?

1 comment:

Anonymous said...

Don't look at future joint-venture products, look at existing JV cash : Plavix and Aprovel. Then look at how much it makes for BMS in % and then look with whom they're working on these products. The answer might be "not Astra"...