- Sanofi presented 9/27 at the Jefferies conference. SNY is among the larger companies I follow due to Partnerships (here, with ISIS for mipomersen aka Kynamro) or competition (here, with MNTA for Lovenox aka enoxaparin) with BiotechDueDiligence converage universe stocks.
- My quick notes re these issues:
- Looking at small bolt on acquisitions in the range of $1-2b Euro per year
- SNY announced guidance range meant we could absorb a potential second generic Lovenox entrant. Our 2012 guidance assumed full year of second generic. Clearly this was not in analyst models.
- Kynamro NDA will be filed in US "towards the 4th quarter"