Sorong schreef op 14 september 2020 09:56:
[...]
Koers Galapagos omlaag omdat deze overname door Gilead gezien wordt in de context van een mogelijke strategiewijziging: moet Gilead nog wel vol inzetten op filgotinib? Zijn er interessantere mogelijkheden in een andere richting die betere vooruitzichten op rendement bieden?
'However, some analysts are questioning whether Gilead should remain committed to filgotinib. With a series of deals pivoting Gilead toward oncology, Jefferies analyst Michael Yee raised the question of whether fourth-in-class autoimmune drug filgotinib is the best use of the big biotech’s money.
“We do believe there is a reasonable debate amongst investors as to how much investment GILD should make into filgo anyway—and if they backed off of filgo investments … would this actually be a potential positive to GILD margins and ROI to invest in other areas,” Yee wrote in a note to investors.'
Bron: Fiercebiotech.com, 19 augustus 2020.