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Rick Storm

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Rick Storm

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Re: Zeev Hed post# 23336

Saturday, 09/07/2002 3:16:06 PM

Saturday, September 07, 2002 3:16:06 PM

Post# of 704019
Zeev, I see that PDI has changed it strategy since 2000, with the use of performance based contracts instead of fee for service. They appeared to have taken a huge hit in cash from the write off of Ceftin, which went generic. It looks as though their other two main contracts for Evista and Lotensin ,Diovan have yet to be profitable. I was wondering if you have concerns about their change in business model?

Thanks for sharing your uncommon ability with all of us.

Happy holiday. Rick

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