Promacta:
No discussion on the call. Asked about not pursuing CLD and said not discussing reasons (presumably safety). Said about filing in HCV but no discussion about ENABLE-2 (or anything else for that matter).
I guess it depends on your expectations. Peter and I posted and neither expect it to be a Billion dollar drug. I think 400-500 million IF GET SOME ADDITIONAL INDICATIONS (Oncology ). I don't think the numbers are disappointing certainly not great but since the numbers are small hard to read much into one quarter variations. Don't know order patterns, inventory, etc. Guess it'll take a bit for the REMS removal to work its way.
BTW, I believe Nplate was flat in past this quarter strong so another reason why I don't take 1 quarter as too meaningful.