Episode 68
Biotech Hangout
00:00
BioFarma's Success Stories
I think they're doing a fantastic job. They have obviously hugely benefited from all of the moat that they've built around CF. I don't think we need to talk about price and other things, but the point is they've built a huge franchise competitors couldn't get to them. And it's very hard, particularly when the companies get to be 2034 billion. It's pretty hard because finding the $2 billion drug doesn't matter anymore when you have 30 billion of revenue. See what I'm saying? Oh, no, indeed.
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