Introduction - time for a deeper dive
Last month, I wrote Alexion's Complementary Growth Strategy. The title is a pun on its focus on a component of the immune system - "complement" - which comprises proteins that assist in immune functions - and Alexion's (ALXN) growth strategy, which builds logically on its existing strengths. The article's focus was limited to ALXN's lead products, Soliris and its next-gen version Ultomiris, plus general matters.
ALXN's March 12 presentation at the Cowen Health Care Conference was followed by its March 20 Investor Day. I listened