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AG_stock

02/27/13 5:55 PM

#887 RE: jab91252 #886

hmm, if peak sales for Otrexup are indeed ~150M then it changes things a bit, my projections were more like ~300M...if the best case scenario is that Otrexup sales will reach 150M in 2016 then perhaps the recent correction was warranted?...

Jon20ABX

02/27/13 7:56 PM

#889 RE: jab91252 #886

Jab or others,

What was your take on the Teva filing comment? It was stated within the context of a catalyst event this year. Does "filing" mean NDA filing? Can it mean anything else?? "Pipeline" was mentioned, but who's pipeline?

Also, appreciated your thorough synopsis. Interesting dialog today, no doubt. Nothing really took me by surprise except the the Teva filing comment.

Thx

jab91252

02/27/13 9:34 PM

#894 RE: jab91252 #886

Correction!

Market oppty is significant – by the time 2015 comes along this product will be a $2 Billion dollar product, even Mylan estimates the projected sales, we could be looking somewhere between 25-40%

I mistakenly wrote $2 billion, Paul stated (and I just rechecked on the webcast @ time 19:50), " a billion". $1 billion, not 2.
Sorry about that.
jab9

silvrmoon

02/27/13 11:29 PM

#903 RE: jab91252 #886

Thank you kindly Jab for sharing your summary with us.

Silvrmoon