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DewDiligence

11/28/11 12:04 PM

#131923 RE: acgood #131922

I will get back to you re wildcards - have been thinking about this a good deal and so far do not have a compelling alternative…

If the “wildcard” alternatives are not compelling, why do they rank ahead of MRK and, especially, SNY on your list?
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DewDiligence

11/28/11 12:06 PM

#131924 RE: acgood #131922

…we hear at least as much about Sandoz's supposed [FoB] priorities and strategies from MNTA as we do from NVS…

The public comments on this subject by the two companies have been remarkably consistent.