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dewophile

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dewophile

Re: DewDiligence post# 220130

Friday, 07/20/2018 3:10:17 PM

Friday, July 20, 2018 3:10:17 PM

Post# of 253269
This still doesn't explain why the sum of the parts can't be valued properly as part of a diversified company.
Consumer does have lower margins so that has to be factored against the longevity of the asset compared with a drug w patent life
Vaccines are perhaps the best of both worlds - higher margins and long commercial tail
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