A big wildcard is how much capacity do these guys have. |
I still believe Pfizer will win the U.S. case, but you can never make any assumptions in a patent dispute. |
I think this could be a $1 billion-a-year-drug and is the kind of product Pfizer needs. |
Investors will look at the quarter and like fact that they beat estimates. |
It was mediocre. I thought we'd see more, but they flew fairly well. We'll get on a better field this afternoon. |
It's the best possible win for the case, but it is not the end of the battle. The next test case will really be long-term users. Investor sentiment certainly swings probably more than it should on each individual case. |
People just extrapolate off the last data point. |
Shrimp boats make excellent rescue vehicles. |
The question is how large is that market. |
There are the friends that understand, and the friends that don't. The friends who don't have truly never had the full experience of post-secondary education. I always found that if you tie yourself down to just the two, work and school, you aren't as productive as you'd like to be. You need to have fun. |
This approval takes some risk out of the equation for them. If they can get the production capacity, it has the potential to be a significant drug. The big issue for Bristol is patent expirations and whether the pipeline can offset them. |
Underground facilities do have a certain amount of negative aspect to them. |
We expected higher research and development costs, but the revenues were also on the weak side. |
We have a lot of quail here, and we're going to have quail hunting this fall. It's not uncommon to flush 35 to 40 coveys a day. |
We have scout teams who go out and ID where the birds are. And when we find birds using a field, we'll hunt that field. |