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Steady_T

10/23/14 11:38 AM

#102653 RE: KMBJN #102644

The obvious difference is that J&J is a well funded company that can afford research with a long time horizon.

The market for an Ebola vaccine is many orders of magnitude larger than the market for a treatment for an Ebola infection.
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loanranger

10/23/14 1:41 PM

#102663 RE: KMBJN #102644

Got it. Thanks.

"I'm wondering if he thinks the same thing about J&J's decision to spend $200M on a vaccine that may not work and may not be ready in time for the current outbreak?"

I believe his response is a reasonable one. Given that I'm knee deep in JNJ I can only hope that their experience...something that is lacking here (relatively speaking)...mitigates against the rather substantial risk.