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Re: DewDiligence post# 130346

Monday, 11/07/2011 8:18:32 AM

Monday, November 07, 2011 8:18:32 AM

Post# of 257253
MNTA

That is a very interesting table on L sales breakdowns.

I am surprised that mL is taking 40% of the hospital sales.

Given that, aggressive competition by an AG would be a big mistake. Any short term gains would more quickly erode than I expected and quickly cut the entire market opportunity.

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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