Biotech Values

[zipjet]

I think you're going to be surprised. Channel stuffing probably had a minor effect on the 4th quarter results. The run rate is probably much closer to $750m/$800m at this point.

I can't figure it out. DD's analysis is as good as any.

But just for purposes of argument, let's say jbog is right this time.

Assume the scripts data is also right.

Then it seems clear to me that Sandoz marketing needs to turn to the hospital/institutional sector. We knew that was tougher. But the question remains whether sole-generic will last long enough to make it worth doing.



ij