Bristol-Myers Squibb (NYSE: BMY ) and Merck (NYSE: MRK ) have made one thing pretty clear – they want to be more like Roche (NASDAQOTH: RHHBY )
. Roche is the #1 company in oncology and has developed three of the
top 10 best-selling drugs in the world. Now the company is looking to a
deep pipeline of antibodies, antibody drug conjugates, and small
molecules to maintain that leadership into the next decade. Valuation is
not undemanding here, though, and that puts a premium on clinical
success and operational execution.
Read more here:
A Big Pharma Titan Prepares For the Next Generation
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