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Re: DewDiligence post# 131060

Monday, 11/14/2011 7:18:26 PM

Monday, November 14, 2011 7:18:26 PM

Post# of 257253

For now, I’m keeping the 10%x10%=1% arithmetic in paragraph E of #msg-68940203,



Seems a rounding error and insignificant to me even at 2x your estimate.

It has to get up to where genisi has it at 5% before it is worth breaking out.

At this point in time the pricing change in L due to the launch of the AG and SNY deciding to push the branded pricing down to capture share is more significant. What is happening to pricing?

JMHO

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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