Tuesday, December 23, 2014 3:42:40 PM
I am not suggesting that cutting an exclusive deal is bad.
I am suggesting that ESRX had expressed so much animus toward GILD that ABBV should not have had to cut pricing as much as they did absent GILD playing that same game. More likely, ESRX played the negotiations better.
JMHO
I actually made money on GILD on the last down cycle and while I am underwater this cycle, I may come out ahead yet. We will see.
ij
I am suggesting that ESRX had expressed so much animus toward GILD that ABBV should not have had to cut pricing as much as they did absent GILD playing that same game. More likely, ESRX played the negotiations better.
JMHO
I actually made money on GILD on the last down cycle and while I am underwater this cycle, I may come out ahead yet. We will see.
ij
It is astonishing what foolish things one can temporarily believe if one thinks too long alone ... where it is often impossible to bring one's ideas to a conclusive test either formal or experimental. J.M. Keynes
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