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Replies to #93814 on Biotech Values

DewDiligence

04/08/10 8:12 AM

#93815 RE: genisi #93814

During investor meeting last Jan, Teva's CFO Eyal Deshe talked about Brazil, Russia, Mexico, and Turkey as global targets for Teva and mentioned India and China as the less interesting

It’s not surprising that Teva would say that because Teva is a minor player in those two countries and has almost no presence in China. SNY, on the other hand, says China is the most interesting emerging market and it has a large presence there. Everyone likes to talk book :- )

DewDiligence

10/05/10 2:51 PM

#105663 RE: genisi #93814

Factoid—prescription-drug sales in Latin America are $50B per year:

http://finance.yahoo.com/news/Pharmaceutical-Markets-in-iw-248430990.html?x=0&.v=1