Outside of orphan drugs it is difficult for drug companies to establish
wide moats and essentially dominant a therapeutic area, but Biogen Idec (NASDAQ: BIIB ) is well on its way to doing just that in multiple sclerosis. Not unlike Gilead in anti-viral therapies (particularly hepatitis C) and Novo Nordisk in diabetes, that strong market share has translated into healthy cash flow and robust premiums for Biogen's shares.
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Biogen Idec Inc's Fortress Is Pricey Real Estate
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