Replies to post #103038 on Biotech Values

[zipjet]

Based on the initial 5 million units shipped and subsequent sales - it may be enough for Novartis to recover their costs in 1-2 quarters at most. dont you agree?

IF DD's range is correct, then yes.

I have not done the work to properly estimate the amounts reimbursable. My guess is higher than DD but then he has some basis for his numbers. :-)

ij