67 ordspråk av Tim Anderson

Tim Anderson

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It was a good quarter and quiet with no surprises, which is never a bad thing.

You've got the good with the bad with the sector, ... The good being that you've got good products and fundamentals and the bad being that you've got some negative headlines.

The quarter was good in that they didn't have anything negative at a time when a lot of people are wary about earnings,

This is a pretty good deal for King. It brings them into new therapeutic areas and shows management is aggressive.

The biggest hurdle in deals like these is the management issues - who will run the company.

The company's not going out of business, but ironically it's acting like a cyclical, which drug companies aren't supposed to do. The turnaround may not happen for a couple of years, but it's a well run company that just happens to be facing a lot of problems.

You've had nothing but bad news on the group, ... It's a reason why the stocks are cheap generally.

Basically there were no surprises.

There are some names out there, like Wyeth, for example, that, you know, the base business is in good enough shape, where they actually don't need much coming out of the pipeline,

I though it was a situation that might cost up to 20 cents [a share in profit], but not up to 35 cents,

While the company beat earnings (expectations), sale for several key franchises lagged our estimates.

This is a surprising move because seldom are 'at risk' launches done ahead of having even a district court ruling.

A lot of them suffer from stress and anxiety and they don't know why. And then we look at their schedules. They have expectations that they have to be on the hockey team, the math team, the debate team.

They're looking for a new chief executive. There is a strategic review going on looking at whether all the business should be bought or parts of it.

We just had to bounce back strong. This was a statement our team had to make.

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