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jbog

11/04/12 9:25 PM

#151733 RE: DewDiligence #151731

I thought it was obvious. Of course I understand that Merck can make money by selling drugs in china and be part of your GTW group.

But at the same time I also know that merck can't support its current market valuation selling at those prices. How has your GTW portfolio done against the S&P this year?

I don't see one international doing good besides apple. It shows that a good company comes done to innovation and pricing power.