“Youre in your 40s and youve got breast cancer, but everybody in your family has died of a heart attack. Its clear that for the appropriate people this is going to be the appropriate treatment.”
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“Its not necessary to sell the company, they could to a (licensing) deal.”
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“Right now its probably the fastest growing drug sector.”
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“There are several drivers for potential earnings growth that I dont think are reflected in the stock.”
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“Its clear that there is an increased investor focus, government focus and public focus on anything to do with infectious diseases, particularly flu.”
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“We believe continued strong oncology sales and operational execution will sustain the premium multiple versus the peer group.”
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“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.”
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“The stock has gotten a lot cheaper.”
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“It looked to be a very strong quarter. Im surprised by how strong the HIV franchise was.”
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