ADU Layoffs

Do you like dumpster fires cause that’s what Biogen is. When you play with fire you will get burned.

 

I'm confused as to the strategy here. The product portfolio is generally flat to down, and many of the products are older. Tec is going generic. Tysabri, interferons, spinraza, biosimilars, and Roche royalties are all flat to down. So if adu falls, what's up next. Acquire out of desperation or be acquired as a value play?

 

How can FDA approve with so many medical experts calling foul? The data tells a very confusing story and is mere hypothesis best case scenario. Of course more data should be requested for the good of all people. This should not be taken lightly. There are more raised questions than answers, which clearly signals a desperate need for more data. Medicare system doesn't need to be overwhelmed and flooded with a highly expensive drug that doesn't really move the needle. There are over 100 Alzheimer's drugs in development right now, so pushing this drug just to put something out there is WRONG WRONG WRONG!

 

Senior management will throw money at a bunch of crappy business development deals to make it appear like there are growth prospects and try to keep the analysts fooled.

 

They can’t.

 

I don’t think Biogen can survive without Adu and Tex.