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iwfal

08/30/10 9:22 AM

#102891 RE: rkrw #102890

Does that apply to generic launches?



I have never watched a generic launch before. Hence my interest - and hence my use of the qualifier, 'limited' experience.

But nonetheless I can't think of any particular reasons that it would be substantially easier to segregate channel filling from end user demand for a generic launch.
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Rocky3

08/30/10 9:26 AM

#102892 RE: rkrw #102890

Does that apply to generic launches?



And a related question - has there been a generic priced at "only" a 15% discount to the branded?

I guess that I just continued to be worried that this seems to be such an unusual situation that I get little comfort from company statements, past situations, or game theory analysis. The numbers will tell the story.

And my understanding is that the numbers are available, but I don't have access to them and someone else does. Given the stock price, I am very nervous that the numbers are not good. As I am still very long, I hope that I am wrong.