I think the market is pretty well defined. There are many reasons people don't have sex. Maybe they have relationship dysfunction. Sex goes beyond just getting an erection. |
I would say that Merck's been so adamant in its position that I would be extremely surprised if they change their position after only two cases, |
I would say that Merck's been so adamant in its position that I would be extremely surprised if they change their position after only two cases. |
I wouldn't say [Prozac] is selling well, ... It's nice that they preserved $182 million from the Prozac franchise, but it was $2 billion, so it's not real meaningful for Lilly. |
If it's universally recommended then obviously people are going to be getting the vaccine much more broadly. |
In our view, Pfizer is in fact defensive and has demonstrated that it can weather the blows in a measured fashion due to its dramatic scale advantage and strong balance sheet. |
Investors and company managements will likely focus on the benefits of restructuring and the improving new product flow for late 2006. |
Investors don't want to make the bet because it's too hard to call. |
It doesn't change much. But it does point people to the higher end of the range. |
It's a potentially politically charged issue because you're talking about vaccinating people against sexually transmitted diseases when they're 12 or 13. |
It's a pretty attractive property. Four billion dollar consumer businesses don't go on the market every day. |
It's a wild card. If it works, great, but I don't think there's a tremendous amount of visibility right now. It's been a long time in the making at Merck and there have been disappointments along the way. The HIV virus is crafty, and there are many different strains. |
It's hard to think of a government agency Schering-Plough wasn't being investigated by. |
It's not a commercially attractive market, ... The prices [of AIDS drugs] get negotiated down by governments around the world. |
Lilly has been more innovative than most other companies but done worse at execution. There's betting on a pipeline that hasn't panned out in the past. |