Replies to post #94665 on Biotech Values

[DewDiligence]

One reason BAX lost IVIG market share during the most recent quarter is that they priced Gammagard higher than the competing products. I don’t understand why they thought that would work.

[DewDiligence]

BAX addendum: Of the $0.28 reduction in 2010 EPS guidance the company made yesterday, $0.18 comes from the company’s own screw-up in overestimating the plasma-protein market and $0.10 comes from the increased Medicaid rebates under ObamaCare. (The latter $0.10 figure is in addition to a $0.07 one-time charge for ObamaCare’s tax change relating to retiree healthcare premiums, which BAX excluded from the before and after non-GAAP EPS figures.)

[DewDiligence]

(HALO/BAX)—CSL reports results of phase-4 Vivaglobin study:

http://finance.yahoo.com/news/Study-Demonstrates-Safety-and-prnews-1791395243.html?x=0&.v=1