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zipjet

09/24/10 4:02 PM

#104990 RE: DewDiligence #104988

DD, How can you presume to give us data on the cost of goods and the margins when we have been told definitively and categorically that is impossible?

Note:

"No one on this board has any idea what Sandoz's cost of goods number is so for anyone to try to determine what the revenue due to Momenta will be is spitting in the wind."

And that from someone who professes to understand the difference in "knowing" and "thinking" (presumptively also having an "idea").

;-)

ij

PS - "It is the mark of an instructed mind to rest satisfied with the degree of precision to which the nature of the subject admits and not to seek exactness when only an approximation of the truth is possible." Aristotle

PSS - "It is the mark of an uninstructed mind to deny the degree of precision to which the nature of the subject admits just because the stock is down." ijf


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jbog

09/24/10 4:31 PM

#104995 RE: DewDiligence #104988

LOL,

Worrywarts?, Where is the COM even in the ballpark of approaching 80%?