Maybe, and maybe not. Krystexxa is a tough sell, no doubt. Kineret's worldwide numbers aren't so bad. I can't claim to know exactly what's going on here. Is there quid-pro-quo with Sobi vis-a-vis Krystexxa in the EU? If so, I haven't seen anything about it. Does Genzyme/Sanofi have any ties into Sobi? Again, no idea.
I'm thinking it's best to let the dust settle a bit before we conclude that the idea is either incredibly brilliant or ineffably stupid. One thing is certain; nobody on this board has enough information today to make an informed judgement.
kind of what I'm saying. all we really know at the moment is there is a deal with not publically known terms for SVNT to co-promote, plus svnt's historical performance so far in commercialzing a drug. Unless the terms amount to very little operational cost to svnt and minimal sales will yield a positive roi, it would not seem to be the right direction. It also seems to indicate they are focusing more on developing the in-house model to improve sales instead of partner or sell, which I persoannly think is the wrong direction
what's the message? The reason to co-promote with another company should be because they have strong'proven sales capabilities. why would sobi pick svnt over someone with a bigger, more experience team in RA like GSK?