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Walshballs

04/26/13 7:55 AM

#5149 RE: Biobillionair #5147

You ultra pumpers are all the same. When someone throws a a little dose of reality or simply disagrees that you should be looking longterm instead of getting your panties in a bunch over weekly scripts you call them a short. I am simply a realistic holder of armn. This is going to take time because of factors that are out of armn managements hands. They were forced to Gia because of no nce and now they are experiencing the growing pains of doing so. This has now become a set it and forget it ticker.Unless nce is a surprise decision soon then maybe the buyout discussion can be revisited.

bravo33

04/26/13 8:44 AM

#5150 RE: Biobillionair #5147

Biobill - This is a very interesting comparison. Many posting on ST have been pointing to a ~$2 mil 1st Quarter. They have been strictly IMS/Symphony based without any consideration to full provider numbers and stocking. Anywhere close to a Brilinta-type number would be a major positive ER surprise with analyst upgrade potential. Nice analysis and thank you.