Thursday, August 26, 2010

Sanofi Needs to Move Soon on Genzyme

The window is starting to close on Sanofi (Ticker: SNY) with the news from Genzyme (Ticker: GENZ) today that patients will return to full doses of Cerezyme starting in September. Fabrazyme is also starting to ramp up and should be able to meet all demand by Q1 2011. This is very positive news for Genzyme and I sense that Sanofi will make its move quickly before there’s more good news from Genzyme. From various news reports, it appears that Sanofi is getting ready to go hostile. This may be the only option for Sanofi at this point if they really want Genzyme.


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