Mature Biotech: 3Q11 Earnings Summary
In this note we summarize the 3Q earnings of Mature Biotech – ALXN, AMGN, BIIB, CELG, GILD, and ONXX. We continue to reiterate ALXN and CELG as growth investment opportunities and GILD as value buys! Onyx and BIIB are under review as we analyze the impact of news flow related to BG-12 (positive PhIII data MS, BIIB) and Regorafenib (positive PhIII data in mCRC). For more details, please read our 3Q11 earnings’ summary report released on 4th Nov, 2011 on “Mature Biotech: 3Q11 Earnings Summary”.
COMPANIES MENTIONED
Alexion, Amgen, Biogen Idec, Celgene, Gilead Biosciences, Onyx Pharma
Alexion, Amgen, Biogen Idec, Celgene, Gilead Biosciences, Onyx Pharma
