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Anonymous
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Sooooo, AZ is trying to find a buyer for MEDI. Do you think there will be any takers? Who would want this pile 'O crap?
what a huge lie. Medi IS the pipeline for AZSooooo, AZ is trying to find a buyer for MEDI. Do you think there will be any takers? Who would want this pile 'O crap?
Beware, this is coming from either a Merck or BMS troll.I heard there was a recent round of 400 to 500 layoffs at the Medimmune/AZ site in Frederick MD - can anyone confirm?
Well a lot is riding on immuno-oncology so I don't see that MEDI is going to have cuts unless in non IO areasAZ just did layoffs days ago. It's not a troll. It's the truth. No idea if the MD site was affected.
Look closely at Medi's pipeline. They have multiple IO agents (checkpoint inhibitors and agonists) as well as antibody drug conjugates. What else do BMS and Merck have? Roche/Genentech are the real competitors. Who is going to purchase AZ? Not Pfizer, BMS, Merck. Would they merge with GSK? Maybe.What else besides durvalumab does Medi have in IO? Not much. And I'm hearing those projections drop by as much as 75%. AZ will need a chest of money to fight off being purchased. Selling Medi could fill that chest.
I work for Merck and I can honestly saw that short-term we are in a fight with BMS but long term it is with AZ/Medi in the IO space. You guys have an incredible pipeline and R&D talentLook closely at Medi's pipeline. They have multiple IO agents (checkpoint inhibitors and agonists) as well as antibody drug conjugates. What else do BMS and Merck have? Roche/Genentech are the real competitors. Who is going to purchase AZ? Not Pfizer, BMS, Merck. Would they merge with GSK? Maybe.