With the limited insight that I have into the Big Pharma field , it does appear that many of the deals are " relationship " based . We have had a long standing relationship , with Sanofi , but perhaps not quite as close as Sanofi has with Regeneron ....I think at last count Sanofi held > 20% of Regeneron's stock , on the way to a maximum agreed holding of ~ 30) %.
The upside for Sanofi is that it stands to receive , for its shareholders , ~ 30% of the value created by Regeneron ( otherwise known as vertical integration ) . So maybe one of the indicators that we have a real , profitable business will occur when , and if , Sanofi announce an intent to take a stake in UNI .
Some , including me , have made a link , real or imagined , between Sanofi - Regeneron -Unilife (and ultimately Ireland .)
Straight up question for TDA .....is that the pathway you expect to see confirmed ~ Aug-Sept 2014 ?
That would help to provide some perspective on the thread .
Ta
Q
UNS Price at posting:
44.5¢ Sentiment: Buy Disclosure: Held