The new data adds $100 million to $150 million on top of that projection [that sales would double] because even though there's less efficacy, it's less toxic to heart patients.

225

This is reminiscent of a period about five years ago when (National Basketball Association star) Magic Johnson got AIDS and any company with anything to do with AIDS research went up, ... Those companies that didn't have anything legitimate later collapsed.

213

It could be huge, ... potentially a multi-billion dollar drug.

196

(The wet AMD market) is already pretty big. There are treatments, but this looks like a positive step.

158

My first take on it was that I was concerned about dilution to Amgen.

142

We think it's a great stock, ... But we can't say that the stock is cheap, trading at over 80 times earnings. We get a little bit of acrophobia.

108