I recall Treemer being quite bullish on Lemtrada (Campath) even before using it as the center piece of negotiations with Sanofi. I am not sure how to take Viehbacher comments now that appear to be cautiously bullish. My first instinct is that he is being a good CEO and promoting his product. I recall a while back IJ seemed very reluctant to try the drug because of the safety risk. I tend to think it will be therapy of last resort.
I don't recall the manufacturing components but the bulk of the CVR was Campath and it seems the market is not expecting impressive sales. http://finance.yahoo.com/q?s=GCVRZ
Market Data 
Markets 
AI
