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stuartscott8900

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stuartscott8900

Re: DewDiligence post# 183039

Tuesday, 10/21/2014 11:56:16 AM

Tuesday, October 21, 2014 11:56:16 AM

Post# of 252785
dew

it looks like "worst luck" valuation is close to what the market is saying.Hard to believe we are going to see the stock rise to over 70pps by launch as your valuation indicated.Your estimates of 38% market share is so far off from most analysts of high teens market share.

Why are you so much more bullish than most of the analysts?Would be interested in seeing a updated valuation model based on loss of novartis deal and lower royalty share than you originally indicated.

as always thanks for sharing your thoughts

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