“Vaccines are beginning to be viewed as a much more attractive business compared to five years ago.”
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“It was not a blow-your-socks-off offer.”
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“They had an absolutely blowout second quarter.”
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“One of Chirons issues [is] it really never had a strong identify with the biotech investing community.”
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“We anticipate Amgen to serve Roche an official court summons towards 3/06 timeframe upon which Roche will respond and the patent litigation suit will be in process. Ultimately, we continue to believe that Amgen will successfully defend its erythropoietin patents and that CERA will be found to have infringed.”
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“This dramatically raises the market potential.”
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“It was a dramatic positive. The pie is bigger and the revenue slope is steeper.”
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