Clearly he didn't want to talk about t-enox. They didn't talk about it at all until finally an audience member asked, and it was the first question from the audience if I recall. As soon as Marth was finished, the GS analyst took over and redirected the line of questioning.
All this is a consequence of NVS/MNTA’s lawsuit, IMO. (Posters on this board who ridiculed the lawsuit when it was filed might now want to reconsider :- ))
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”