It looked to be a very strong quarter. I'm surprised by how strong the HIV franchise was. |
It's clear that there is an increased investor focus, government focus and public focus on anything to do with infectious diseases, particularly flu. |
It's not necessary to sell the company, they could to a (licensing) deal. |
Right now it's probably the fastest growing drug sector. |
The stock has gotten a lot cheaper. |
There are several drivers for potential earnings growth that I don't think are reflected in the stock. |
We believe continued strong oncology sales and operational execution will sustain the premium multiple versus the peer group. |
We remain cautious until we see significant evidence of accelerating sales, operational and commercial execution, and improved long-term visibility on sales and earnings growth. |
You're in your 40s and you've got breast cancer, but everybody in your family has died of a heart attack. It's clear that for the appropriate people this is going to be the appropriate treatment. |