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Re: DFRAI post# 12820

Thursday, 12/11/2014 2:10:57 PM

Thursday, December 11, 2014 2:10:57 PM

Post# of 20689

Their patent is expiring and it affects earning...if they did not model/predict/lowered the expectations - they would have lawsuits from shareholders perhaps



I never questioned the need for predicting - I mean modelling - the potential effect on earnings from some significant change in the market. Same reasoning for creating reserves for uncollected AR and such.

The bogus addon about predicting two biosimilars is not needed and its just bogus. Its bogus because they dont know how many FDA will approve. Its irresponsible for them to predict and they have MNTA to hurt with their comments only and they are doing same.



Well, that's some dispassionate reasoning you got there. You agree that they should address the nontrivial possibility of competitive product introductions during that period, but can't state their reasoning? That's bogus, man.