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north40000

04/23/15 4:28 PM

#190363 RE: DewDiligence #190362

Must have been no pent-up demand for V-PAK?

justrpaul

04/23/15 6:58 PM

#190383 RE: DewDiligence #190362

Express Scripts promised to throw open the warehouse doors and let out the pent up demand of the low and medium fibrosis score patients. There is your analogy. The volume just isn't happening, though.

I read the transcript of the conference call today. You have to make some allowance for the poor quality of the speech translation software, but still, when Gonzales was twice asked about VPak numbers and projections, he just danced around. He gave nothing to inspire confidence with.