anonymous
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anonymous
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- Amgen to acquire the oncology portfolio of AZ
- Amgen inherits the Repsiratory franchise including TSLP antibody for sever asthma
- Amgen gets near term Anemia drug from AZ partnered with Fibrogen
- Amgen also gets legacy CV drugs
- This portfolio will allow for stronger contracting multiple products in a therapeutic area
Amgen is waiting for AZ to fail to deliver their revenue promise and then buy them out on the downswing when their management is shaky. They are hoping for a Celgene like drop in valuation.