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Post by kc on Oct 29, 2014 13:51:45 GMT -5
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Post by jpg on Oct 29, 2014 14:49:52 GMT -5
Excellent CC by Weinberg. I like the way he answered but at the same time side stepped 2 key issues (relocation of work outside of France and the headquarters issue). I particularly liked his comments on mega mergers and Celegene.
For the very little it is worth I actually overall believe in his reasoning and this CC has raised my interest in Sanofi a little bit. They still seem expensive? Anyone follow their pipeline?
JPG
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Post by kc on Oct 29, 2014 15:22:33 GMT -5
It might be a cheap way to own Regeneron since they own about 25 or 30% of it these days.
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