Physicians themselves haven't lost anything. As long as revenue is there, they're getting paid. |
The company gave me confidence that they have next-generation products for markets that they currently participate in. Additionally, for the large markets where they are not players, the company is developing compounds. |
There were no major surprises and that actually is good news, given that the recent surprises for the sector have been of the wrong kind. |
These are dedicated doctors, who take care of very sick patients. It's a doctor's duty to care. Care in the field doesn't change. |
We think this is a good move for Johnson and Johnson. It boosts their pharmaceutical (sales) growth also brings them expertise in research and development of drug delivery. |