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zipjet

11/14/11 7:18 PM

#131065 RE: DewDiligence #131060

For now, I’m keeping the 10%x10%=1% arithmetic in paragraph E of #msg-68940203,



Seems a rounding error and insignificant to me even at 2x your estimate.

It has to get up to where genisi has it at 5% before it is worth breaking out.

At this point in time the pricing change in L due to the launch of the AG and SNY deciding to push the branded pricing down to capture share is more significant. What is happening to pricing?

JMHO

ij